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 | $68,536 | $95,862-28.5% | $79,550-13.8% | $134,475-49.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.54% | -2.69%-10.9pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $963 | $3,128-69.2% | $2,413-60.1% | $4,740-79.7% |
| Participant deferral / active EE | $2,246 | $4,693-52.2% | $3,985-43.7% | $6,400-64.9% |
| Admin fee / account holder | $14 | $9,126-99.9% | $6,832-99.8% | $11,426-99.9% |