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 | $34,182 | $112,300-69.6% | $90,223-62.1% | $125,391-72.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -3.48% | -0.57%-2.9pp | 1.31%-4.8pp | 282.22%-285.7pp |
| Employer contribution / active EE | $3,483 | $5,181-32.8% | $4,378-20.5% | $4,866-28.4% |
| Participant deferral / active EE | $3,441 | $6,733-48.9% | $5,792-40.6% | $5,352-35.7% |
| Admin fee / account holder | $32 | $10,990-99.7% | $7,406-99.6% | $9,540-99.7% |