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 | $30,840 | $54,726-43.6% | $68,793-55.2% | $64,186-52.0% |
| Participation rate | 76.0% | 68.0%+8.0pp | 72.2%+3.8pp | 69.6%+6.4pp |
| Annual return | -7.28% | -1.62%-5.7pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,644 | $1,846-11.0% | $2,625-37.4% | $2,381-31.0% |
| Participant deferral / active EE | $2,578 | $2,626-1.8% | $3,311-22.1% | $3,470-25.7% |
| Admin fee / account holder | $118 | $4,027-97.1% | $5,131-97.7% | $4,888-97.6% |