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 | $43,448 | $93,071-53.3% | $74,583-41.7% | $273,961-84.1% |
| Participation rate | 88.9% | 74.9%+13.9pp | 68.1%+20.8pp | 83.0%+5.9pp |
| Annual return | 5.94% | 26.18%-20.2pp | 20.47%-14.5pp | 41.45%-35.5pp |
| Employer contribution / active EE | $295 | $3,160-90.7% | $2,525-88.3% | $4,869-93.9% |
| Participant deferral / active EE | $3,081 | $4,160-25.9% | $3,458-10.9% | $5,287-41.7% |
| Admin fee / account holder | $61 | $5,272-98.8% | $4,138-98.5% | $10,132-99.4% |