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 | $65,040 | $77,813-16.4% | $123,544-47.4% | $64,186+1.3% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | -2.79% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,784 | $3,014-40.8% | $4,628-61.4% | $2,381-25.1% |
| Participant deferral / active EE | $2,425 | $5,240-53.7% | $6,426-62.3% | $3,470-30.1% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |