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 | $25,145 | $107,791-76.7% | $90,645-72.3% | $135,375-81.4% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -8.38% | -0.90%-7.5pp | 1.88%-10.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,380 | $3,018-54.3% | $2,532-45.5% | $4,779-71.1% |
| Participant deferral / active EE | $4,625 | $3,872+19.4% | $3,425+35.1% | $5,609-17.5% |
| Admin fee / account holder | $238 | $5,930-96.0% | $4,994-95.2% | $10,827-97.8% |