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 | $14,294 | $49,177-70.9% | $79,464-82.0% | $64,186-77.7% |
| Participation rate | 78.6% | 65.0%+13.5pp | 73.3%+5.2pp | 69.6%+9.0pp |
| Annual return | -7.61% | -1.16%-6.5pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,203 | $2,076-42.1% | $2,800-57.0% | $2,381-49.5% |
| Participant deferral / active EE | $1,691 | $2,821-40.1% | $3,704-54.3% | $3,470-51.3% |
| Admin fee / account holder | $59 | $3,839-98.5% | $5,113-98.8% | $4,888-98.8% |