See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,984 | $90,503-34.8% | $78,689-25.0% | $273,961-78.5% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 4.80% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,350 | $3,176-57.5% | $2,851-52.6% | $4,869-72.3% |
| Participant deferral / active EE | $3,023 | $3,901-22.5% | $3,517-14.1% | $5,287-42.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |