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 4-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 | $38,226 | $73,867-48.3% | $143,757-73.4% | $68,494-44.2% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -16.05% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,922 | $3,184-39.6% | $4,951-61.2% | $2,596-26.0% |
| Participant deferral / active EE | $6,986 | $3,384+106.4% | $5,637+23.9% | $4,027+73.5% |
| Admin fee / account holder | $229 | $5,755-96.0% | $14,673-98.4% | $5,403-95.8% |