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 | $35,410 | $50,958-30.5% | $74,550-52.5% | $64,186-44.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.29% | -1.86%-3.4pp | 32.53%-37.8pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,376 | $1,115+23.4% | $1,961-29.8% | $2,381-42.2% |
| Participant deferral / active EE | $2,754 | $2,301+19.6% | $3,108-11.4% | $3,470-20.6% |
| Admin fee / account holder | $199 | $4,223-95.3% | $5,060-96.1% | $4,888-95.9% |