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 | $41,605 | $42,383-1.8% | $76,523-45.6% | $64,186-35.2% |
| Participation rate | 95.3% | 58.1%+37.2pp | 68.0%+27.4pp | 69.6%+25.8pp |
| Annual return | -4.93% | -16.54%+11.6pp | -0.27%-4.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,282 | $1,563-18.0% | $2,647-51.6% | $2,381-46.2% |
| Participant deferral / active EE | $2,667 | $2,566+3.9% | $3,835-30.5% | $3,470-23.1% |
| Admin fee / account holder | $111 | $3,198-96.5% | $4,848-97.7% | $4,888-97.7% |