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 | $44,983 | $42,383+6.1% | $76,523-41.2% | $64,186-29.9% |
| Participation rate | 81.1% | 58.1%+23.0pp | 68.0%+13.1pp | 69.6%+11.6pp |
| Annual return | -5.98% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,321 | $1,563-15.5% | $2,647-50.1% | $2,381-44.5% |
| Participant deferral / active EE | $2,937 | $2,566+14.5% | $3,835-23.4% | $3,470-15.3% |
| Admin fee / account holder | $40 | $3,198-98.8% | $4,848-99.2% | $4,888-99.2% |