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 | $33,828 | $65,703-48.5% | $94,224-64.1% | $59,632-43.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -1.40% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,953 | $2,021-3.4% | $3,587-45.6% | $2,203-11.3% |
| Participant deferral / active EE | $1,473 | $3,143-53.1% | $4,320-65.9% | $3,192-53.8% |
| Admin fee / account holder | $289 | $4,264-93.2% | $6,269-95.4% | $4,297-93.3% |