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 | $37,566 | $64,307-41.6% | $57,343-34.5% | $125,391-70.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.23% | 25.12%-24.9pp | 24.39%-24.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $778 | $3,193-75.6% | $2,689-71.1% | $4,866-84.0% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $227 | $5,242-95.7% | $3,356-93.2% | $9,540-97.6% |