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 | $37,404 | $48,076-22.2% | $78,689-52.5% | $62,891-40.5% |
| Participation rate | 94.6% | 65.2%+29.4pp | 73.6%+21.0pp | 69.3%+25.3pp |
| Annual return | 9.56% | 31.35%-21.8pp | 62.18%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $328 | $2,015-83.7% | $2,851-88.5% | $2,281-85.6% |
| Participant deferral / active EE | $1,973 | $2,588-23.8% | $3,517-43.9% | $3,203-38.4% |
| Admin fee / account holder | $182 | $3,207-94.3% | $4,510-96.0% | $4,296-95.8% |