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 | $48,989 | $67,606-27.5% | $82,313-40.5% | $70,131-30.1% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.9%+11.7pp | 69.5%+19.0pp |
| Annual return | 14.53% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $404 | $1,755-77.0% | $2,428-83.4% | $2,342-82.8% |
| Participant deferral / active EE | $1,416 | $2,987-52.6% | $3,706-61.8% | $3,332-57.5% |
| Admin fee / account holder | $106 | $4,512-97.7% | $5,608-98.1% | $4,645-97.7% |