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 | $21,990 | $90,503-75.7% | $78,689-72.1% | $273,961-92.0% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 6.94% | 75.60%-68.7pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,846 | $3,176+21.1% | $2,851+34.9% | $4,869-21.0% |
| Participant deferral / active EE | $961 | $3,901-75.4% | $3,517-72.7% | $5,287-81.8% |
| Admin fee / account holder | $183 | $5,263-96.5% | $4,510-95.9% | $10,132-98.2% |