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 | $49,377 | $56,054-11.9% | $171,082-71.1% | $62,891-21.5% |
| Participation rate | 74.6% | 62.9%+11.8pp | 76.7%-2.0pp | 69.3%+5.3pp |
| Annual return | 7.58% | 22.52%-14.9pp | 32.56%-25.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,689 | $1,731-2.4% | $4,002-57.8% | $2,281-25.9% |
| Participant deferral / active EE | $3,874 | $3,158+22.7% | $4,797-19.3% | $3,203+20.9% |
| Admin fee / account holder | $254 | $3,647-93.0% | $8,520-97.0% | $4,296-94.1% |