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 | $33,236 | $59,805-44.4% | $79,550-58.2% | $68,494-51.5% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -16.61% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,177 | $1,505-21.8% | $2,413-51.2% | $2,596-54.6% |
| Participant deferral / active EE | $2,910 | $3,024-3.8% | $3,985-27.0% | $4,027-27.7% |
| Admin fee / account holder | $258 | $4,835-94.7% | $6,832-96.2% | $5,403-95.2% |