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 | $47,383 | $86,699-45.3% | $73,307-35.4% | $125,391-62.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.52% | 2.78%-4.3pp | 5.67%-7.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,563 | $4,152-62.4% | $3,237-51.7% | $4,866-67.9% |
| Participant deferral / active EE | $3,591 | $5,550-35.3% | $4,991-28.0% | $5,352-32.9% |
| Admin fee / account holder | $11 | $7,771-99.9% | $5,637-99.8% | $9,540-99.9% |