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 | $32,485 | $48,076-32.4% | $78,689-58.7% | $62,891-48.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.63% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $5,591 | $2,015+177.5% | $2,851+96.1% | $2,281+145.1% |
| Participant deferral / active EE | $3,700 | $2,588+43.0% | $3,517+5.2% | $3,203+15.5% |
| Admin fee / account holder | $82 | $3,207-97.4% | $4,510-98.2% | $4,296-98.1% |