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 | $38,700 | $76,000-49.1% | $154,107-74.9% | $64,186-39.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.41% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,935 | $3,351-42.3% | $5,298-63.5% | $2,381-18.7% |
| Participant deferral / active EE | $2,879 | $3,175-9.3% | $5,081-43.3% | $3,470-17.0% |
| Admin fee / account holder | $119 | $5,596-97.9% | $13,411-99.1% | $4,888-97.6% |