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 | $23,648 | $59,107-60.0% | $86,436-72.6% | $68,494-65.5% |
| Participation rate | 95.8% | 75.2%+20.5pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -17.41% | -0.23%-17.2pp | 4394.89%-4412.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,915 | $2,519+15.7% | $3,769-22.7% | $2,596+12.3% |
| Participant deferral / active EE | $5,675 | $5,901-3.8% | $6,952-18.4% | $4,027+40.9% |
| Admin fee / account holder | $4 | $5,637-99.9% | $6,731-99.9% | $5,403-99.9% |