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 | $28,296 | $61,660-54.1% | $80,019-64.6% | $64,186-55.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.85% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,441 | $1,810-20.4% | $2,468-41.6% | $2,381-39.5% |
| Participant deferral / active EE | $3,991 | $2,968+34.5% | $3,686+8.3% | $3,470+15.0% |
| Admin fee / account holder | $57 | $5,417-98.9% | $6,521-99.1% | $4,888-98.8% |