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 | $15,382 | $85,790-82.1% | $67,313-77.1% | $135,375-88.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.72% | -0.54%-8.2pp | -4.08%-4.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,525 | $3,487-56.3% | $2,566-40.6% | $4,779-68.1% |
| Participant deferral / active EE | $2,608 | $4,651-43.9% | $3,568-26.9% | $5,609-53.5% |
| Admin fee / account holder | $116 | $6,392-98.2% | $4,507-97.4% | $10,827-98.9% |