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 | $26,023 | $61,660-57.8% | $80,019-67.5% | $64,186-59.5% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.2pp | 69.6%+27.5pp |
| Annual return | -6.26% | -0.33%-5.9pp | 11.22%-17.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,506 | $1,810-16.8% | $2,468-39.0% | $2,381-36.8% |
| Participant deferral / active EE | $2,667 | $2,968-10.1% | $3,686-27.6% | $3,470-23.1% |
| Admin fee / account holder | $250 | $5,417-95.4% | $6,521-96.2% | $4,888-94.9% |