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 | $25,937 | $48,076-46.1% | $78,689-67.0% | $62,891-58.8% |
| Participation rate | 90.6% | 65.2%+25.4pp | 73.6%+17.1pp | 69.3%+21.3pp |
| Annual return | 8.72% | 31.35%-22.6pp | 62.18%-53.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $295 | $2,015-85.4% | $2,851-89.7% | $2,281-87.1% |
| Participant deferral / active EE | $1,493 | $2,588-42.3% | $3,517-57.5% | $3,203-53.4% |
| Admin fee / account holder | $168 | $3,207-94.8% | $4,510-96.3% | $4,296-96.1% |