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 | $24,396 | $99,032-75.4% | $80,019-69.5% | $135,375-82.0% |
| Participation rate | 76.2% | 78.4%-2.2pp | 75.8%+0.4pp | 82.6%-6.5pp |
| Annual return | -6.44% | 15.39%-21.8pp | 11.22%-17.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,168 | $3,043-61.6% | $2,468-52.7% | $4,779-75.6% |
| Participant deferral / active EE | $1,743 | $4,282-59.3% | $3,686-52.7% | $5,609-68.9% |
| Admin fee / account holder | $253 | $10,436-97.6% | $6,521-96.1% | $10,827-97.7% |