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 | $37,414 | $167,484-77.7% | $151,611-75.3% | $134,475-72.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.99% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,321 | $6,829-66.0% | $6,166-62.4% | $4,740-51.0% |
| Participant deferral / active EE | $4,209 | $8,986-53.2% | $8,363-49.7% | $6,400-34.2% |
| Admin fee / account holder | $27 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |