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 | $49,339 | $58,828-16.1% | $77,999-36.7% | $62,891-21.5% |
| Participation rate | 78.0% | 71.1%+6.9pp | 75.5%+2.5pp | 69.3%+8.7pp |
| Annual return | 9.68% | 17.16%-7.5pp | 425.96%-416.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $610 | $1,672-63.5% | $2,470-75.3% | $2,281-73.3% |
| Participant deferral / active EE | $2,923 | $2,686+8.8% | $3,497-16.4% | $3,203-8.7% |
| Admin fee / account holder | $153 | $4,393-96.5% | $5,480-97.2% | $4,296-96.4% |