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 | $26,707 | $69,518-61.6% | $59,878-55.4% | $135,375-80.3% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.7%-0.8pp | 82.6%-8.7pp |
| Annual return | -4.33% | 7.94%-12.3pp | 3.46%-7.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $819 | $3,235-74.7% | $2,722-69.9% | $4,779-82.9% |
| Participant deferral / active EE | $2,541 | $4,206-39.6% | $3,402-25.3% | $5,609-54.7% |
| Admin fee / account holder | $52 | $5,734-99.1% | $3,590-98.6% | $10,827-99.5% |