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 8-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 | $57,478 | $72,492-20.7% | $87,100-34.0% | $72,985-21.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.16% | 24.46%-0.3pp | 28.19%-4.0pp | 81.00%-56.8pp |
| Employer contribution / active EE | $923 | $1,894-51.3% | $2,521-63.4% | $2,440-62.2% |
| Participant deferral / active EE | $5,974 | $3,270+82.7% | $4,049+47.5% | $3,607+65.6% |
| Admin fee / account holder | $263 | $5,055-94.8% | $7,497-96.5% | $5,124-94.9% |