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 | $91,899 | $64,707+42.0% | $112,228-18.1% | $68,494+34.2% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.1%+12.8pp | 67.9%+20.0pp |
| Annual return | -16.47% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,571 | $2,746-6.4% | $3,635-29.3% | $2,596-1.0% |
| Participant deferral / active EE | $4,325 | $3,565+21.3% | $4,728-8.5% | $4,027+7.4% |
| Admin fee / account holder | $286 | $5,232-94.5% | $6,410-95.5% | $5,403-94.7% |