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 | $88,101 | $106,543-17.3% | $91,220-3.4% | $134,475-34.5% |
| Participation rate | 72.2% | 76.8%-4.6pp | 73.2%-1.0pp | 81.2%-9.0pp |
| Annual return | -18.25% | 160.60%-178.8pp | 114.01%-132.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $871 | $3,331-73.8% | $2,850-69.4% | $4,740-81.6% |
| Participant deferral / active EE | $1,830 | $4,719-61.2% | $4,234-56.8% | $6,400-71.4% |
| Admin fee / account holder | $21 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |