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 9-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 | $32,516 | $84,527-61.5% | $67,711-52.0% | $125,391-74.1% |
| Participation rate | 80.0% | 74.8%+5.2pp | 67.5%+12.5pp | 83.2%-3.2pp |
| Annual return | -1.37% | 2.57%-3.9pp | 25.41%-26.8pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,564 | $3,292-52.5% | $2,559-38.9% | $4,866-67.8% |
| Participant deferral / active EE | $4,639 | $4,429+4.7% | $3,585+29.4% | $5,352-13.3% |
| Admin fee / account holder | $241 | $5,340-95.5% | $4,255-94.3% | $9,540-97.5% |