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 | $25,895 | $61,660-58.0% | $80,019-67.6% | $64,186-59.7% |
| Participation rate | 70.0% | 71.7%-1.7pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | -3.83% | -0.33%-3.5pp | 11.22%-15.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,527 | $1,810-15.7% | $2,468-38.1% | $2,381-35.9% |
| Participant deferral / active EE | $3,469 | $2,968+16.9% | $3,686-5.9% | $3,4700% |
| Admin fee / account holder | $1 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |