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 | $83,132 | $117,690-29.4% | $71,735+15.9% | $134,475-38.2% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -14.51% | 25.44%-39.9pp | 9.14%-23.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,136 | $2,525-55.0% | $1,704-33.3% | $4,740-76.0% |
| Participant deferral / active EE | $4,778 | $3,759+27.1% | $2,658+79.8% | $6,400-25.3% |
| Admin fee / account holder | $6 | $6,379-99.9% | $3,974-99.9% | $11,426-99.9% |