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 | $48,555 | $39,122+24.1% | $57,179-15.1% | $62,891-22.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 1.58% | 9.23%-7.7pp | 14.59%-13.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $812 | $1,874-56.7% | $2,682-69.7% | $2,281-64.4% |
| Participant deferral / active EE | $2,282 | $2,374-3.9% | $3,096-26.3% | $3,203-28.8% |
| Admin fee / account holder | $219 | $2,592-91.5% | $3,139-93.0% | $4,296-94.9% |