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 | $47,480 | $92,222-48.5% | $76,768-38.2% | $135,375-64.9% |
| Participation rate | 73.9% | 79.8%-5.9pp | 77.0%-3.0pp | 82.6%-8.7pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,866 | $4,509-14.2% | $3,852+0.4% | $5,609-31.1% |
| Admin fee / account holder | $238 | $10,748-97.8% | $6,675-96.4% | $10,827-97.8% |