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 | $36,512 | $87,540-58.3% | $75,781-51.8% | $125,391-70.9% |
| Participation rate | 71.4% | 80.2%-8.7pp | 75.8%-4.4pp | 83.2%-11.8pp |
| Annual return | -1.06% | 13.48%-14.5pp | 9.68%-10.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $806 | $3,930-79.5% | $3,323-75.8% | $4,866-83.4% |
| Participant deferral / active EE | $1,539 | $4,229-63.6% | $3,651-57.9% | $5,352-71.2% |
| Admin fee / account holder | $12 | $6,502-99.8% | $5,299-99.8% | $9,540-99.9% |