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 | $40,099 | $45,863-12.6% | $77,024-47.9% | $68,494-41.5% |
| Participation rate | 71.4% | 55.9%+15.5pp | 67.9%+3.5pp | 67.9%+3.5pp |
| Annual return | -15.89% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,502 | $1,650-9.0% | $2,812-46.6% | $2,596-42.2% |
| Participant deferral / active EE | $2,204 | $2,962-25.6% | $4,426-50.2% | $4,027-45.3% |
| Admin fee / account holder | $75 | $3,041-97.5% | $5,425-98.6% | $5,403-98.6% |