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 | $53,065 | $77,813-31.8% | $123,544-57.0% | $64,186-17.3% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.3%+10.7pp | 69.6%+23.5pp |
| Annual return | -6.65% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,987 | $3,014-0.9% | $4,628-35.5% | $2,381+25.5% |
| Participant deferral / active EE | $7,969 | $5,240+52.1% | $6,426+24.0% | $3,470+129.7% |
| Admin fee / account holder | $281 | $5,519-94.9% | $9,284-97.0% | $4,888-94.3% |