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 | $50,061 | $49,025+2.1% | $87,507-42.8% | $62,891-20.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 7.43% | 10.02%-2.6pp | 12.21%-4.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,553 | $1,372+13.2% | $2,550-39.1% | $2,281-31.9% |
| Participant deferral / active EE | $4,005 | $2,289+74.9% | $3,149+27.2% | $3,203+25.0% |
| Admin fee / account holder | $293 | $4,065-92.8% | $4,221-93.1% | $4,296-93.2% |