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 | $42,247 | $60,349-30.0% | $74,183-43.1% | $62,891-32.8% |
| Participation rate | 78.6% | 72.7%+5.8pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 8.96% | 21.37%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,195 | $1,680+30.6% | $2,370-7.4% | $2,281-3.8% |
| Participant deferral / active EE | $3,899 | $2,856+36.5% | $3,550+9.9% | $3,203+21.7% |
| Admin fee / account holder | $176 | $4,261-95.9% | $5,586-96.8% | $4,296-95.9% |