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 | $37,090 | $52,903-29.9% | $73,307-49.4% | $59,632-37.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | -0.24% | 12.20%-12.4pp | 5.67%-5.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $375 | $1,909-80.4% | $3,237-88.4% | $2,203-83.0% |
| Participant deferral / active EE | $3,468 | $4,069-14.8% | $4,991-30.5% | $3,192+8.7% |
| Admin fee / account holder | $78 | $3,834-98.0% | $5,637-98.6% | $4,297-98.2% |