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 | $42,221 | $107,791-60.8% | $90,645-53.4% | $135,375-68.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.49% | -0.90%-7.6pp | 1.88%-10.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,313 | $3,018-23.3% | $2,532-8.6% | $4,779-51.6% |
| Participant deferral / active EE | $8,715 | $3,872+125.1% | $3,425+154.5% | $5,609+55.4% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |