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 | $26,051 | $77,813-66.5% | $123,544-78.9% | $64,186-59.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.31% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $4,834 | $3,014+60.4% | $4,628+4.4% | $2,381+103.0% |
| Participant deferral / active EE | $3,689 | $5,240-29.6% | $6,426-42.6% | $3,470+6.3% |
| Admin fee / account holder | $68 | $5,519-98.8% | $9,284-99.3% | $4,888-98.6% |