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 | $31,193 | $92,222-66.2% | $76,768-59.4% | $135,375-77.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.21% | 5.46%-13.7pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,800 | $3,216-12.9% | $2,485+12.7% | $4,779-41.4% |
| Participant deferral / active EE | $8,900 | $4,509+97.4% | $3,852+131.1% | $5,609+58.7% |
| Admin fee / account holder | $63 | $10,748-99.4% | $6,675-99.1% | $10,827-99.4% |