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 | $48,071 | $56,897-15.5% | $84,750-43.3% | $62,891-23.6% |
| Participation rate | 79.3% | 68.5%+10.8pp | 76.6%+2.7pp | 69.3%+10.0pp |
| Annual return | 7.03% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,236 | $2,400-48.5% | $3,574-65.4% | $2,281-45.8% |
| Participant deferral / active EE | $3,519 | $2,709+29.9% | $3,712-5.2% | $3,203+9.9% |
| Admin fee / account holder | $193 | $3,581-94.6% | $5,332-96.4% | $4,296-95.5% |