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 | $45,956 | $96,956-52.6% | $70,014-34.4% | $273,961-83.2% |
| Participation rate | 93.8% | 77.1%+16.7pp | 71.8%+21.9pp | 83.0%+10.7pp |
| Annual return | 5.61% | 12.93%-7.3pp | 12.99%-7.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,494 | $3,316-55.0% | $2,338-36.1% | $4,869-69.3% |
| Participant deferral / active EE | $3,500 | $3,744-6.5% | $2,931+19.4% | $5,287-33.8% |
| Admin fee / account holder | $150 | $7,934-98.1% | $4,380-96.6% | $10,132-98.5% |