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 | $25,491 | $56,357-54.8% | $104,294-75.6% | $68,494-62.8% |
| Participation rate | 97.5% | 63.3%+34.2pp | 73.3%+24.2pp | 67.9%+29.6pp |
| Annual return | -17.07% | -9.19%-7.9pp | 24.61%-41.7pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,932 | $1,960+253.7% | $3,372+105.6% | $2,596+167.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $297 | $4,903-93.9% | $7,339-95.9% | $5,403-94.5% |