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 | $36,286 | $76,401-52.5% | $106,387-65.9% | $64,186-43.5% |
| Participation rate | 92.7% | 73.5%+19.2pp | 77.5%+15.3pp | 69.6%+23.2pp |
| Annual return | -4.77% | -2.19%-2.6pp | 0.25%-5.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,205 | $2,680+19.6% | $3,520-9.0% | $2,381+34.6% |
| Participant deferral / active EE | $5,837 | $4,274+36.6% | $5,421+7.7% | $3,470+68.2% |
| Admin fee / account holder | $226 | $4,610-95.1% | $7,510-97.0% | $4,888-95.4% |