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 | $36,091 | $93,024-61.2% | $77,024-53.1% | $134,475-73.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -21.40% | 62.60%-84.0pp | 42.32%-63.7pp | 417.96%-439.4pp |
| Employer contribution / active EE | $875 | $3,418-74.4% | $2,812-68.9% | $4,740-81.5% |
| Participant deferral / active EE | $1,267 | $5,238-75.8% | $4,426-71.4% | $6,400-80.2% |
| Admin fee / account holder | $69 | $6,944-99.0% | $5,425-98.7% | $11,426-99.4% |