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 | $29,818 | $76,552-61.0% | $123,892-75.9% | $62,891-52.6% |
| Participation rate | 86.7% | 73.0%+13.7pp | 81.4%+5.3pp | 69.3%+17.4pp |
| Annual return | 8.87% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $3,307 | $2,883+14.7% | $4,617-28.4% | $2,281+45.0% |
| Participant deferral / active EE | $3,792 | $4,840-21.7% | $5,984-36.6% | $3,203+18.4% |
| Admin fee / account holder | $222 | $4,826-95.4% | $8,357-97.3% | $4,296-94.8% |