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 | $28,504 | $56,199-49.3% | $67,652-57.9% | $59,632-52.2% |
| Participation rate | 94.3% | 71.5%+22.8pp | 75.7%+18.6pp | 68.7%+25.6pp |
| Annual return | -0.06% | 18505.31%-18505.4pp | 6625.04%-6625.1pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,429 | $1,614-11.5% | $2,266-36.9% | $2,203-35.1% |
| Participant deferral / active EE | $1,643 | $2,844-42.2% | $3,560-53.9% | $3,192-48.5% |
| Admin fee / account holder | $25 | $3,958-99.4% | $4,821-99.5% | $4,297-99.4% |