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 | $46,246 | $58,512-21.0% | $84,015-45.0% | $72,985-36.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 16.58% | 28.93%-12.4pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,340 | $1,163+15.2% | $1,983-32.5% | $2,440-45.1% |
| Participant deferral / active EE | $1,329 | $2,394-44.5% | $3,239-59.0% | $3,607-63.2% |
| Admin fee / account holder | $154 | $4,569-96.6% | $6,101-97.5% | $5,124-97.0% |