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 | $25,152 | $39,122-35.7% | $57,179-56.0% | $62,891-60.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.37% | 9.23%-4.9pp | 14.59%-10.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,433 | $1,874-23.5% | $2,682-46.6% | $2,281-37.2% |
| Participant deferral / active EE | $2,133 | $2,374-10.2% | $3,096-31.1% | $3,203-33.4% |
| Admin fee / account holder | $182 | $2,592-93.0% | $3,139-94.2% | $4,296-95.8% |