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 | $46,115 | $86,929-47.0% | $102,423-55.0% | $80,856-43.0% |
| Participation rate | 83.3% | 72.4%+11.0pp | 76.5%+6.8pp | 67.6%+15.7pp |
| Annual return | 13.78% | 18.88%-5.1pp | 29.32%-15.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,109 | $2,369-53.2% | $3,023-63.3% | $2,755-59.7% |
| Participant deferral / active EE | $3,578 | $4,118-13.1% | $5,053-29.2% | $4,296-16.7% |
| Admin fee / account holder | $299 | $8,049-96.3% | $9,451-96.8% | $6,918-95.7% |