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 | $33,800 | $49,177-31.3% | $79,464-57.5% | $64,186-47.3% |
| Participation rate | 70.6% | 65.0%+5.6pp | 73.3%-2.8pp | 69.6%+1.0pp |
| Annual return | -4.61% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $504 | $2,076-75.7% | $2,800-82.0% | $2,381-78.8% |
| Participant deferral / active EE | $2,168 | $2,821-23.1% | $3,704-41.5% | $3,470-37.5% |
| Admin fee / account holder | $49 | $3,839-98.7% | $5,113-99.0% | $4,888-99.0% |