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 | $35,109 | $87,540-59.9% | $75,781-53.7% | $125,391-72.0% |
| Participation rate | 70.0% | 80.2%-10.2pp | 75.8%-5.8pp | 83.2%-13.2pp |
| Annual return | -0.73% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $839 | $3,930-78.7% | $3,323-74.8% | $4,866-82.8% |
| Participant deferral / active EE | $2,279 | $4,229-46.1% | $3,651-37.6% | $5,352-57.4% |
| Admin fee / account holder | $4 | $6,502-99.9% | $5,299-99.9% | $9,540-100.0% |