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 | $20,389 | $43,550-53.2% | $63,517-67.9% | $52,331-61.0% |
| Participation rate | 85.0% | 65.7%+19.3pp | 71.0%+14.0pp | 68.1%+16.9pp |
| Annual return | 0.20% | 2.03%-1.8pp | -70.30%+70.5pp | 4.54%-4.3pp |
| Employer contribution / active EE | $947 | $1,351-29.9% | $2,322-59.2% | $1,882-49.7% |
| Participant deferral / active EE | $1,045 | $2,254-53.6% | $2,953-64.6% | $3,022-65.4% |
| Admin fee / account holder | $247 | $387-36.0% | $5,892-95.8% | $592-58.2% |