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 | $51,679 | $43,327+19.3% | $59,878-13.7% | $64,186-19.5% |
| Participation rate | 77.8% | 69.2%+8.6pp | 74.7%+3.1pp | 69.6%+8.2pp |
| Annual return | -0.92% | -1.55%+0.6pp | 3.46%-4.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $1,712 | $2,028-15.6% | $2,722-37.1% | $2,381-28.1% |
| Participant deferral / active EE | $3,919 | $2,546+54.0% | $3,402+15.2% | $3,470+13.0% |
| Admin fee / account holder | $96 | $3,005-96.8% | $3,590-97.3% | $4,888-98.0% |