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 | $37,736 | $57,354-34.2% | $83,848-55.0% | $64,186-41.2% |
| Participation rate | 90.3% | 68.6%+21.7pp | 76.1%+14.2pp | 69.6%+20.8pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,869 | $2,545-26.6% | $3,631-48.5% | $2,381-21.5% |
| Participant deferral / active EE | $3,117 | $2,993+4.1% | $4,082-23.6% | $3,470-10.2% |
| Admin fee / account holder | $281 | $4,046-93.1% | $5,478-94.9% | $4,888-94.3% |