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 6-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 | $16,315 | $63,703-74.4% | $93,063-82.5% | $82,448-80.2% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.1%+6.9pp |
| Annual return | 22.00% | -775.43%+797.4pp | 34.15%-12.2pp | 41.64%-19.6pp |
| Employer contribution / active EE | $1,198 | $1,729-30.7% | $2,476-51.6% | $2,551-53.0% |
| Participant deferral / active EE | $1,419 | $2,919-51.4% | $3,958-64.2% | $4,139-65.7% |
| Admin fee / account holder | $182 | $5,982-97.0% | $6,033-97.0% | $7,234-97.5% |