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 | $30,067 | $140,578-78.6% | $100,671-70.1% | $125,391-76.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.64% | 24.67%-27.3pp | 20.43%-23.1pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,290 | $5,965-78.4% | $4,012-67.8% | $4,866-73.5% |
| Participant deferral / active EE | $1,879 | $3,981-52.8% | $3,144-40.2% | $5,352-64.9% |
| Admin fee / account holder | $21 | $6,716-99.7% | $4,850-99.6% | $9,540-99.8% |