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 | $13,945 | $45,863-69.6% | $77,024-81.9% | $68,494-79.6% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | -17.68% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $696 | $1,650-57.8% | $2,812-75.3% | $2,596-73.2% |
| Participant deferral / active EE | $2,674 | $2,962-9.7% | $4,426-39.6% | $4,027-33.6% |
| Admin fee / account holder | $209 | $3,041-93.1% | $5,425-96.1% | $5,403-96.1% |