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 | $47,830 | $92,222-48.1% | $76,768-37.7% | $135,375-64.7% |
| Participation rate | 87.0% | 79.8%+7.2pp | 77.0%+10.0pp | 82.6%+4.3pp |
| Annual return | -2.34% | 5.46%-7.8pp | 2.43%-4.8pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,444 | $3,216-55.1% | $2,485-41.9% | $4,779-69.8% |
| Participant deferral / active EE | $2,580 | $4,509-42.8% | $3,852-33.0% | $5,609-54.0% |
| Admin fee / account holder | $93 | $10,748-99.1% | $6,675-98.6% | $10,827-99.1% |