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 | $47,026 | $60,349-22.1% | $74,183-36.6% | $62,891-25.2% |
| Participation rate | 76.6% | 72.7%+3.9pp | 76.6%0pp | 69.3%+7.3pp |
| Annual return | 8.61% | 21.37%-12.8pp | 17.74%-9.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,381 | $1,680-17.8% | $2,370-41.7% | $2,281-39.5% |
| Participant deferral / active EE | $2,749 | $2,856-3.7% | $3,550-22.6% | $3,203-14.2% |
| Admin fee / account holder | $92 | $4,261-97.8% | $5,586-98.4% | $4,296-97.9% |