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 | $25,167 | $50,958-50.6% | $74,550-66.2% | $64,186-60.8% |
| Participation rate | 76.1% | 61.1%+15.1pp | 69.1%+7.0pp | 69.6%+6.6pp |
| Annual return | -5.84% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $782 | $1,115-29.9% | $1,961-60.1% | $2,381-67.2% |
| Participant deferral / active EE | $1,590 | $2,301-30.9% | $3,108-48.9% | $3,470-54.2% |
| Admin fee / account holder | $273 | $4,223-93.5% | $5,060-94.6% | $4,888-94.4% |