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 | $35,399 | $92,222-61.6% | $76,768-53.9% | $135,375-73.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -5.45% | 5.46%-10.9pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,344 | $3,216-58.2% | $2,485-45.9% | $4,779-71.9% |
| Participant deferral / active EE | $2,826 | $4,509-37.3% | $3,852-26.6% | $5,609-49.6% |
| Admin fee / account holder | $47 | $10,748-99.6% | $6,675-99.3% | $10,827-99.6% |