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 | $26,393 | $100,754-73.8% | $86,677-69.5% | $134,475-80.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.26% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,183 | $3,489-37.4% | $2,836-23.0% | $4,740-53.9% |
| Participant deferral / active EE | $2,255 | $5,338-57.8% | $4,656-51.6% | $6,400-64.8% |
| Admin fee / account holder | $294 | $10,926-97.3% | $7,493-96.1% | $11,426-97.4% |