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 | $50,251 | $65,703-23.5% | $94,224-46.7% | $59,632-15.7% |
| Participation rate | 91.9% | 72.1%+19.8pp | 78.8%+13.1pp | 68.7%+23.2pp |
| Annual return | -1.34% | 5.22%-6.6pp | 10.68%-12.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $1,535 | $2,021-24.0% | $3,587-57.2% | $2,203-30.3% |
| Participant deferral / active EE | $2,291 | $3,143-27.1% | $4,320-47.0% | $3,192-28.2% |
| Admin fee / account holder | $153 | $4,264-96.4% | $6,269-97.6% | $4,297-96.4% |