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 | $35,375 | $43,327-18.4% | $59,878-40.9% | $64,186-44.9% |
| Participation rate | 70.8% | 69.2%+1.7pp | 74.7%-3.9pp | 69.6%+1.3pp |
| Annual return | -5.10% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $876 | $2,028-56.8% | $2,722-67.8% | $2,381-63.2% |
| Participant deferral / active EE | $2,068 | $2,546-18.8% | $3,402-39.2% | $3,470-40.4% |
| Admin fee / account holder | $140 | $3,005-95.3% | $3,590-96.1% | $4,888-97.1% |