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 | $17,813 | $105,860-83.2% | $90,749-80.4% | $134,475-86.8% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -10.56% | -11.01%+0.4pp | -12.16%+1.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,151 | $3,462-66.8% | $2,921-60.6% | $4,740-75.7% |
| Participant deferral / active EE | $3,457 | $5,216-33.7% | $4,564-24.3% | $6,400-46.0% |
| Admin fee / account holder | $80 | $13,938-99.4% | $8,445-99.1% | $11,426-99.3% |