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 | $38,709 | $49,177-21.3% | $79,464-51.3% | $64,186-39.7% |
| Participation rate | 86.7% | 65.0%+21.6pp | 73.3%+13.3pp | 69.6%+17.1pp |
| Annual return | -6.12% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,945 | $2,821+181.6% | $3,704+114.5% | $3,470+129.0% |
| Admin fee / account holder | $52 | $3,839-98.6% | $5,113-99.0% | $4,888-98.9% |