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 | $27,155 | $54,726-50.4% | $68,793-60.5% | $64,186-57.7% |
| Participation rate | 71.4% | 68.0%+3.4pp | 72.2%-0.8pp | 69.6%+1.9pp |
| Annual return | -7.44% | -1.62%-5.8pp | -4.63%-2.8pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,694 | $1,846-8.2% | $2,625-35.5% | $2,381-28.9% |
| Participant deferral / active EE | $3,160 | $2,626+20.3% | $3,311-4.6% | $3,470-8.9% |
| Admin fee / account holder | $242 | $4,027-94.0% | $5,131-95.3% | $4,888-95.0% |