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 | $36,979 | $77,813-52.5% | $123,544-70.1% | $64,186-42.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -2.23% | 12.48%-14.7pp | 119.20%-121.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,081 | $3,014-64.1% | $4,628-76.6% | $2,381-54.6% |
| Participant deferral / active EE | $3,512 | $5,240-33.0% | $6,426-45.3% | $3,470+1.2% |
| Admin fee / account holder | $133 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |