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 | $47,175 | $56,484-16.5% | $169,463-72.2% | $64,186-26.5% |
| Participation rate | 80.5% | 64.5%+15.9pp | 77.8%+2.7pp | 69.6%+10.9pp |
| Annual return | 6.07% | -1.55%+7.6pp | 1.83%+4.2pp | 7.63%-1.6pp |
| Employer contribution / active EE | $4,223 | $1,832+130.5% | $4,159+1.5% | $2,381+77.4% |
| Participant deferral / active EE | $8,273 | $3,448+140.0% | $5,277+56.8% | $3,470+138.4% |
| Admin fee / account holder | $61 | $4,174-98.5% | $9,109-99.3% | $4,888-98.7% |