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 | $55,256 | $90,590-39.0% | $90,782-39.1% | $135,375-59.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.62% | -3.40%-4.2pp | -3.42%-4.2pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,071 | $4,352-29.4% | $4,105-25.2% | $4,779-35.7% |
| Participant deferral / active EE | $8,472 | $5,407+56.7% | $5,366+57.9% | $5,609+51.1% |
| Admin fee / account holder | $15 | $7,683-99.8% | $5,908-99.7% | $10,827-99.9% |