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 | $17,827 | $43,327-58.9% | $59,878-70.2% | $64,186-72.2% |
| Participation rate | 81.0% | 69.2%+11.9pp | 74.7%+6.3pp | 69.6%+11.5pp |
| Annual return | 14.19% | -1.55%+15.7pp | 3.46%+10.7pp | 7.63%+6.6pp |
| Employer contribution / active EE | $661 | $2,028-67.4% | $2,722-75.7% | $2,381-72.3% |
| Participant deferral / active EE | $3,227 | $2,546+26.8% | $3,402-5.1% | $3,470-7.0% |
| Admin fee / account holder | $231 | $3,005-92.3% | $3,590-93.6% | $4,888-95.3% |