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 | $46,933 | $71,883-34.7% | $86,677-45.9% | $68,494-31.5% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -16.21% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,702 | $2,173-21.7% | $2,836-40.0% | $2,596-34.4% |
| Participant deferral / active EE | $3,464 | $3,779-8.3% | $4,656-25.6% | $4,027-14.0% |
| Admin fee / account holder | $70 | $6,112-98.9% | $7,493-99.1% | $5,403-98.7% |