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 | $28,599 | $56,199-49.1% | $67,652-57.7% | $59,632-52.0% |
| Participation rate | 78.4% | 71.5%+6.9pp | 75.7%+2.7pp | 68.7%+9.7pp |
| Annual return | -2.17% | 18505.31%-18507.5pp | 6625.04%-6627.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,252 | $1,614-22.5% | $2,266-44.8% | $2,203-43.2% |
| Participant deferral / active EE | $3,496 | $2,844+22.9% | $3,560-1.8% | $3,192+9.5% |
| Admin fee / account holder | $218 | $3,958-94.5% | $4,821-95.5% | $4,297-94.9% |