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 | $48,488 | $61,660-21.4% | $80,019-39.4% | $64,186-24.5% |
| Participation rate | 71.9% | 71.7%+0.2pp | 75.8%-4.0pp | 69.6%+2.3pp |
| Annual return | -7.24% | -0.33%-6.9pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $826 | $1,810-54.4% | $2,468-66.5% | $2,381-65.3% |
| Participant deferral / active EE | $1,778 | $2,968-40.1% | $3,686-51.8% | $3,470-48.7% |
| Admin fee / account holder | $60 | $5,417-98.9% | $6,521-99.1% | $4,888-98.8% |