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 | $28,249 | $92,222-69.4% | $76,768-63.2% | $135,375-79.1% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -4.07% | 5.46%-9.5pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,286 | $4,509-49.3% | $3,852-40.7% | $5,609-59.2% |
| Admin fee / account holder | $14 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |