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 | $54,791 | $92,222-40.6% | $76,768-28.6% | $135,375-59.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -6.66% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,036 | $3,216-36.7% | $2,485-18.1% | $4,779-57.4% |
| Participant deferral / active EE | $3,328 | $4,509-26.2% | $3,852-13.6% | $5,609-40.7% |
| Admin fee / account holder | $5 | $10,748-100.0% | $6,675-99.9% | $10,827-100.0% |