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 | $31,913 | $49,227-35.2% | $70,449-54.7% | $79,858-60.0% |
| Participation rate | 70.6% | 69.2%+1.4pp | 75.1%-4.5pp | 69.6%+1.0pp |
| Annual return | 20.52% | 30.06%-9.5pp | 109.03%-88.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $850 | $2,099-59.5% | $2,737-68.9% | $2,471-65.6% |
| Participant deferral / active EE | $1,891 | $2,768-31.7% | $3,709-49.0% | $3,740-49.4% |
| Admin fee / account holder | $260 | $2,878-90.9% | $3,845-93.2% | $5,306-95.1% |