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 | $48,485 | $62,586-22.5% | $76,768-36.8% | $64,186-24.5% |
| Participation rate | 97.1% | 72.8%+24.2pp | 77.0%+20.1pp | 69.6%+27.5pp |
| Annual return | 8.58% | -1.95%+10.5pp | 2.43%+6.2pp | 7.63%+0.9pp |
| Employer contribution / active EE | $919 | $1,832-49.9% | $2,485-63.0% | $2,381-61.4% |
| Participant deferral / active EE | $2,808 | $3,145-10.7% | $3,852-27.1% | $3,470-19.1% |
| Admin fee / account holder | $41 | $4,667-99.1% | $6,675-99.4% | $4,888-99.2% |