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 | $24,916 | $167,307-85.1% | $143,757-82.7% | $134,475-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.45% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,854 | $5,619-67.0% | $4,951-62.5% | $4,740-60.9% |
| Participant deferral / active EE | $5,262 | $6,446-18.4% | $5,637-6.7% | $6,400-17.8% |
| Admin fee / account holder | $52 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |