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 | $43,195 | $97,044-55.5% | $83,333-48.2% | $135,375-68.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.86% | 12.31%-17.2pp | 10.63%-15.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,999 | $4,143-51.7% | $3,379-40.8% | $4,779-58.2% |
| Participant deferral / active EE | $5,372 | $5,964-9.9% | $5,565-3.5% | $5,609-4.2% |
| Admin fee / account holder | $13 | $8,380-99.9% | $7,510-99.8% | $10,827-99.9% |