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 | $33,119 | $64,707-48.8% | $112,228-70.5% | $68,494-51.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -12.45% | -11.40%-1.0pp | 27.45%-39.9pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,874 | $2,746+4.7% | $3,635-20.9% | $2,596+10.7% |
| Participant deferral / active EE | $3,605 | $3,565+1.1% | $4,728-23.8% | $4,027-10.5% |
| Admin fee / account holder | $24 | $5,232-99.5% | $6,410-99.6% | $5,403-99.6% |