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 | $20,968 | $67,331-68.9% | $60,874-65.6% | $134,475-84.4% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.1%+8.1pp | 81.2%0pp |
| Annual return | -10.99% | 49.93%-60.9pp | 16.90%-27.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,471 | $3,096-52.5% | $2,701-45.6% | $4,740-69.0% |
| Participant deferral / active EE | $2,725 | $4,538-40.0% | $3,817-28.6% | $6,400-57.4% |
| Admin fee / account holder | $21 | $4,582-99.5% | $3,224-99.4% | $11,426-99.8% |