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 | $52,341 | $50,958+2.7% | $74,550-29.8% | $64,186-18.5% |
| Participation rate | 83.6% | 61.1%+22.6pp | 69.1%+14.5pp | 69.6%+14.1pp |
| Annual return | -6.76% | -1.86%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,555 | $1,115+39.4% | $1,961-20.7% | $2,381-34.7% |
| Participant deferral / active EE | $2,999 | $2,301+30.3% | $3,108-3.5% | $3,470-13.6% |
| Admin fee / account holder | $82 | $4,223-98.1% | $5,060-98.4% | $4,888-98.3% |