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 | $32,308 | $54,726-41.0% | $68,793-53.0% | $64,186-49.7% |
| Participation rate | 74.1% | 68.0%+6.1pp | 72.2%+1.9pp | 69.6%+4.6pp |
| Annual return | -5.06% | -1.62%-3.4pp | -4.63%-0.4pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,836 | $1,846-0.5% | $2,625-30.1% | $2,381-22.9% |
| Participant deferral / active EE | $2,498 | $2,626-4.9% | $3,311-24.6% | $3,470-28.0% |
| Admin fee / account holder | $298 | $4,027-92.6% | $5,131-94.2% | $4,888-93.9% |