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 | $28,347 | $48,265-41.3% | $68,791-58.8% | $68,494-58.6% |
| Participation rate | 75.5% | 60.7%+14.8pp | 69.0%+6.4pp | 67.9%+7.6pp |
| Annual return | -16.47% | -12.71%-3.8pp | -6.38%-10.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,642 | $1,829-10.2% | $2,655-38.2% | $2,596-36.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $87 | $4,355-98.0% | $4,932-98.2% | $5,403-98.4% |