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 | $55,370 | $107,791-48.6% | $90,645-38.9% | $135,375-59.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.03% | -0.90%-6.1pp | 1.88%-8.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,522 | $3,018-49.6% | $2,532-39.9% | $4,779-68.1% |
| Participant deferral / active EE | $5,457 | $3,872+40.9% | $3,425+59.3% | $5,609-2.7% |
| Admin fee / account holder | $20 | $5,930-99.7% | $4,994-99.6% | $10,827-99.8% |