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 | $15,447 | $76,000-79.7% | $154,107-90.0% | $64,186-75.9% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -6.77% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $837 | $3,351-75.0% | $5,298-84.2% | $2,381-64.8% |
| Participant deferral / active EE | $1,294 | $3,175-59.2% | $5,081-74.5% | $3,470-62.7% |
| Admin fee / account holder | $8 | $5,596-99.9% | $13,411-99.9% | $4,888-99.8% |