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 | $42,138 | $67,411-37.5% | $91,001-53.7% | $70,131-39.9% |
| Participation rate | 77.5% | 71.4%+6.1pp | 75.6%+1.9pp | 69.5%+8.0pp |
| Annual return | 16.64% | -40.16%+56.8pp | 4.60%+12.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $970 | $1,786-45.7% | $2,456-60.5% | $2,342-58.6% |
| Participant deferral / active EE | $1,765 | $2,823-37.5% | $3,547-50.2% | $3,332-47.0% |
| Admin fee / account holder | $216 | $4,236-94.9% | $5,417-96.0% | $4,645-95.4% |