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 | $35,093 | $48,076-27.0% | $78,689-55.4% | $62,891-44.2% |
| Participation rate | 91.4% | 65.2%+26.2pp | 73.6%+17.9pp | 69.3%+22.1pp |
| Annual return | 8.34% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,953 | $2,015-3.1% | $2,851-31.5% | $2,281-14.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $69 | $3,207-97.8% | $4,510-98.5% | $4,296-98.4% |