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 | $27,969 | $142,344-80.4% | $119,609-76.6% | $134,475-79.2% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -15.89% | -12.44%-3.5pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,745 | $5,222-66.6% | $4,232-58.8% | $4,740-63.2% |
| Participant deferral / active EE | $3,706 | $6,469-42.7% | $5,602-33.9% | $6,400-42.1% |
| Admin fee / account holder | $211 | $13,584-98.4% | $10,323-98.0% | $11,426-98.2% |