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 6-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 | $17,966 | $59,805-70.0% | $79,550-77.4% | $68,494-73.8% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.5%+9.1pp | 67.9%+10.7pp |
| Annual return | -16.32% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,446 | $1,505-3.9% | $2,413-40.1% | $2,596-44.3% |
| Participant deferral / active EE | $2,290 | $3,024-24.3% | $3,985-42.5% | $4,027-43.1% |
| Admin fee / account holder | $145 | $4,835-97.0% | $6,832-97.9% | $5,403-97.3% |