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 | $35,565 | $211,958-83.2% | $169,463-79.0% | $135,375-73.7% |
| Participation rate | 76.2% | 82.6%-6.4pp | 77.8%-1.6pp | 82.6%-6.5pp |
| Annual return | -9.01% | 3.26%-12.3pp | 1.83%-10.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,408 | $5,120-72.5% | $4,159-66.1% | $4,779-70.5% |
| Participant deferral / active EE | $2,503 | $6,075-58.8% | $5,277-52.6% | $5,609-55.4% |
| Admin fee / account holder | $132 | $11,471-98.9% | $9,109-98.6% | $10,827-98.8% |