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 | $31,215 | $62,586-50.1% | $76,768-59.3% | $64,186-51.4% |
| Participation rate | 78.2% | 72.8%+5.4pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -0.14% | -1.95%+1.8pp | 2.43%-2.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,273 | $1,832-30.5% | $2,485-48.8% | $2,381-46.5% |
| Participant deferral / active EE | $1,453 | $3,145-53.8% | $3,852-62.3% | $3,470-58.1% |
| Admin fee / account holder | $179 | $4,667-96.2% | $6,675-97.3% | $4,888-96.3% |