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 | $36,184 | $62,586-42.2% | $76,768-52.9% | $64,186-43.6% |
| Participation rate | 79.5% | 72.8%+6.7pp | 77.0%+2.5pp | 69.6%+9.9pp |
| Annual return | -6.37% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $525 | $1,832-71.3% | $2,485-78.9% | $2,381-77.9% |
| Participant deferral / active EE | $2,101 | $3,145-33.2% | $3,852-45.5% | $3,470-39.4% |
| Admin fee / account holder | $77 | $4,667-98.4% | $6,675-98.8% | $4,888-98.4% |