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 5-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 | $45,066 | $109,413-58.8% | $156,263-71.2% | $84,808-46.9% |
| Participation rate | 73.1% | 72.7%+0.4pp | 78.9%-5.8pp | 68.3%+4.8pp |
| Annual return | 23.00% | 20.18%+2.8pp | 59.47%-36.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $995 | $2,907-65.8% | $4,333-77.0% | $2,631-62.2% |
| Participant deferral / active EE | $2,918 | $4,590-36.4% | $6,158-52.6% | $4,212-30.7% |
| Admin fee / account holder | $290 | $9,357-96.9% | $14,255-98.0% | $7,344-96.0% |