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 | $102,368 | $64,480+58.8% | $81,382+25.8% | $80,856+26.6% |
| Participation rate | 92.0% | 63.9%+28.1pp | 69.5%+22.5pp | 67.6%+24.4pp |
| Annual return | 12.48% | 16.34%-3.9pp | 24.73%-12.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,947 | $1,978+49.0% | $2,463+19.7% | $2,755+7.0% |
| Participant deferral / active EE | $5,837 | $3,094+88.7% | $3,883+50.3% | $4,296+35.9% |
| Admin fee / account holder | $146 | $5,671-97.4% | $5,768-97.5% | $6,918-97.9% |