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 | $32,298 | $67,411-52.1% | $91,001-64.5% | $70,131-53.9% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 16.17% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $774 | $1,786-56.7% | $2,456-68.5% | $2,342-67.0% |
| Participant deferral / active EE | $2,259 | $2,823-20.0% | $3,547-36.3% | $3,332-32.2% |
| Admin fee / account holder | $62 | $4,236-98.5% | $5,417-98.9% | $4,645-98.7% |