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 5-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 | $8,111 | $48,265-83.2% | $68,791-88.2% | $68,494-88.2% |
| Participation rate | 71.4% | 60.7%+10.8pp | 69.0%+2.4pp | 67.9%+3.5pp |
| Annual return | -14.48% | -12.71%-1.8pp | -6.38%-8.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $730 | $1,829-60.1% | $2,655-72.5% | $2,596-71.9% |
| Participant deferral / active EE | $3,393 | $2,867+18.4% | $3,941-13.9% | $4,027-15.7% |
| Admin fee / account holder | $92 | $4,355-97.9% | $4,932-98.1% | $5,403-98.3% |