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 | $44,967 | $82,286-45.4% | $68,791-34.6% | $134,475-66.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -20.15% | -2.19%-18.0pp | -6.38%-13.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,669 | $3,301-19.2% | $2,655+0.5% | $4,740-43.7% |
| Participant deferral / active EE | $6,043 | $4,739+27.5% | $3,941+53.3% | $6,400-5.6% |
| Admin fee / account holder | $15 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |