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 | $46,513 | $87,540-46.9% | $75,781-38.6% | $125,391-62.9% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | -0.81% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,417 | $3,930-38.5% | $3,323-27.3% | $4,866-50.3% |
| Participant deferral / active EE | $7,752 | $4,229+83.3% | $3,651+112.3% | $5,352+44.9% |
| Admin fee / account holder | $11 | $6,502-99.8% | $5,299-99.8% | $9,540-99.9% |