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 | $32,440 | $71,883-54.9% | $86,677-62.6% | $68,494-52.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -2.82% | 3.52%-6.3pp | 35.91%-38.7pp | -7.84%+5.0pp |
| Employer contribution / active EE | $1,488 | $2,173-31.5% | $2,836-47.5% | $2,596-42.7% |
| Participant deferral / active EE | $5,740 | $3,779+51.9% | $4,656+23.3% | $4,027+42.5% |
| Admin fee / account holder | $294 | $6,112-95.2% | $7,493-96.1% | $5,403-94.6% |