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 | $33,116 | $85,790-61.4% | $67,313-50.8% | $135,375-75.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -4.95% | -0.54%-4.4pp | -4.08%-0.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,896 | $3,487-45.6% | $2,566-26.1% | $4,779-60.3% |
| Participant deferral / active EE | $3,844 | $4,651-17.3% | $3,568+7.7% | $5,609-31.5% |
| Admin fee / account holder | $28 | $6,392-99.6% | $4,507-99.4% | $10,827-99.7% |