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 | $20,597 | $77,813-73.5% | $123,544-83.3% | $64,186-67.9% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -0.52% | 12.48%-13.0pp | 119.20%-119.7pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,920 | $3,014-36.3% | $4,628-58.5% | $2,381-19.4% |
| Participant deferral / active EE | $4,175 | $5,240-20.3% | $6,426-35.0% | $3,470+20.3% |
| Admin fee / account holder | $81 | $5,519-98.5% | $9,284-99.1% | $4,888-98.3% |