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 | $33,868 | $72,177-53.1% | $115,037-70.6% | $59,632-43.2% |
| Participation rate | 70.6% | 72.6%-2.0pp | 81.4%-10.8pp | 68.7%+1.9pp |
| Annual return | -0.91% | 12.02%-12.9pp | 26.14%-27.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $2,464 | $2,841-13.3% | $4,608-46.5% | $2,203+11.9% |
| Participant deferral / active EE | $3,818 | $4,783-20.2% | $6,026-36.6% | $3,192+19.6% |
| Admin fee / account holder | $97 | $4,927-98.0% | $8,175-98.8% | $4,297-97.7% |