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 | $39,532 | $49,025-19.4% | $87,507-54.8% | $62,891-37.1% |
| Participation rate | 70.0% | 64.9%+5.1pp | 73.8%-3.8pp | 69.3%+0.7pp |
| Annual return | 25.55% | 10.02%+15.5pp | 12.21%+13.3pp | 20.14%+5.4pp |
| Employer contribution / active EE | $1,407 | $1,372+2.5% | $2,550-44.8% | $2,281-38.3% |
| Participant deferral / active EE | $1,544 | $2,289-32.5% | $3,149-50.9% | $3,203-51.8% |
| Admin fee / account holder | $241 | $4,065-94.1% | $4,221-94.3% | $4,296-94.4% |