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 | $31,678 | $62,586-49.4% | $76,768-58.7% | $64,186-50.6% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -6.29% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $764 | $1,832-58.3% | $2,485-69.3% | $2,381-67.9% |
| Participant deferral / active EE | $2,147 | $3,145-31.7% | $3,852-44.3% | $3,470-38.1% |
| Admin fee / account holder | $25 | $4,667-99.5% | $6,675-99.6% | $4,888-99.5% |