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 | $42,472 | $62,586-32.1% | $76,768-44.7% | $64,186-33.8% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.2pp | 69.6%+7.2pp |
| Annual return | -7.02% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $814 | $1,832-55.6% | $2,485-67.2% | $2,381-65.8% |
| Participant deferral / active EE | $1,717 | $3,145-45.4% | $3,852-55.4% | $3,470-50.5% |
| Admin fee / account holder | $194 | $4,667-95.8% | $6,675-97.1% | $4,888-96.0% |