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 | $60,933 | $131,829-53.8% | $108,579-43.9% | $273,961-77.8% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 13.79% | -91.57%+105.4pp | -51.70%+65.5pp | 41.45%-27.7pp |
| Employer contribution / active EE | $2,242 | $4,912-54.4% | $3,758-40.3% | $4,869-53.9% |
| Participant deferral / active EE | $5,000 | $5,127-2.5% | $4,311+16.0% | $5,287-5.4% |
| Admin fee / account holder | $8 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |