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 | $42,172 | $88,707-52.5% | $74,183-43.2% | $273,961-84.6% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 5.14% | 11.94%-6.8pp | 17.74%-12.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,600 | $3,159-17.7% | $2,370+9.7% | $4,869-46.6% |
| Participant deferral / active EE | $5,292 | $4,212+25.7% | $3,550+49.1% | $5,287+0.1% |
| Admin fee / account holder | $46 | $8,717-99.5% | $5,586-99.2% | $10,132-99.5% |