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 | $20,150 | $142,344-85.8% | $119,609-83.2% | $134,475-85.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -15.03% | -12.44%-2.6pp | -14.97%-0.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,941 | $5,222-62.8% | $4,232-54.1% | $4,740-59.1% |
| Participant deferral / active EE | $3,762 | $6,469-41.8% | $5,602-32.8% | $6,400-41.2% |
| Admin fee / account holder | $159 | $13,584-98.8% | $10,323-98.5% | $11,426-98.6% |