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 | $42,064 | $77,813-45.9% | $123,544-66.0% | $64,186-34.5% |
| Participation rate | 79.4% | 74.7%+4.7pp | 82.3%-2.9pp | 69.6%+9.8pp |
| Annual return | -5.76% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,984 | $3,014-34.2% | $4,628-57.1% | $2,381-16.7% |
| Participant deferral / active EE | $4,162 | $5,240-20.6% | $6,426-35.2% | $3,470+20.0% |
| Admin fee / account holder | $47 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |