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 | $22,702 | $54,726-58.5% | $68,793-67.0% | $64,186-64.6% |
| Participation rate | 89.7% | 68.0%+21.7pp | 72.2%+17.5pp | 69.6%+20.2pp |
| Annual return | -7.80% | -1.62%-6.2pp | -4.63%-3.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,995 | $1,846+8.1% | $2,625-24.0% | $2,381-16.2% |
| Participant deferral / active EE | $2,534 | $2,626-3.5% | $3,311-23.5% | $3,470-27.0% |
| Admin fee / account holder | $236 | $4,027-94.1% | $5,131-95.4% | $4,888-95.2% |