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 | $16,036 | $107,015-85.0% | $73,545-78.2% | $147,584-89.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 0.52% | 38.25%-37.7pp | -15.16%+15.7pp | 578.55%-578.0pp |
| Employer contribution / active EE | $1,191 | $1,760-32.3% | $1,219-2.3% | $4,876-75.6% |
| Participant deferral / active EE | $1,575 | $2,462-36.0% | $1,806-12.8% | $5,439-71.0% |
| Admin fee / account holder | $70 | $3,055-97.7% | $2,320-97.0% | $10,885-99.4% |