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 | $44,495 | $59,805-25.6% | $79,550-44.1% | $68,494-35.0% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.5%+1.1pp | 67.9%+2.7pp |
| Annual return | -15.77% | -12.30%-3.5pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $556 | $1,505-63.0% | $2,413-76.9% | $2,596-78.6% |
| Participant deferral / active EE | $1,954 | $3,024-35.4% | $3,985-51.0% | $4,027-51.5% |
| Admin fee / account holder | $236 | $4,835-95.1% | $6,832-96.6% | $5,403-95.6% |