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 9-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 | $45,625 | $95,862-52.4% | $79,550-42.6% | $134,475-66.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -11.06% | -2.69%-8.4pp | 0.16%-11.2pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,676 | $3,128-46.4% | $2,413-30.5% | $4,740-64.6% |
| Participant deferral / active EE | $4,834 | $4,693+3.0% | $3,985+21.3% | $6,400-24.5% |
| Admin fee / account holder | $58 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |