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 | $28,969 | $211,958-86.3% | $169,463-82.9% | $135,375-78.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -7.54% | 3.26%-10.8pp | 1.83%-9.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,602 | $5,120-68.7% | $4,159-61.5% | $4,779-66.5% |
| Participant deferral / active EE | $3,828 | $6,075-37.0% | $5,277-27.5% | $5,609-31.8% |
| Admin fee / account holder | $12 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |