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 | $37,604 | $81,900-54.1% | $119,609-68.6% | $68,494-45.1% |
| Participation rate | 93.1% | 71.9%+21.2pp | 79.3%+13.8pp | 67.9%+25.2pp |
| Annual return | -10.79% | -23.82%+13.0pp | -14.97%+4.2pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,336 | $2,693-13.3% | $4,232-44.8% | $2,596-10.0% |
| Participant deferral / active EE | $5,285 | $4,148+27.4% | $5,602-5.7% | $4,027+31.2% |
| Admin fee / account holder | $179 | $6,582-97.3% | $10,323-98.3% | $5,403-96.7% |