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 | $30,827 | $95,193-67.6% | $76,523-59.7% | $135,375-77.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.33% | 4.85%-11.2pp | -0.27%-6.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,449 | $3,302-56.1% | $2,647-45.3% | $4,779-69.7% |
| Participant deferral / active EE | $1,449 | $4,639-68.8% | $3,835-62.2% | $5,609-74.2% |
| Admin fee / account holder | $231 | $6,249-96.3% | $4,848-95.2% | $10,827-97.9% |