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 | $16,442 | $107,791-84.7% | $90,645-81.9% | $135,375-87.9% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -8.56% | -0.90%-7.7pp | 1.88%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,710 | $3,018-43.3% | $2,532-32.5% | $4,779-64.2% |
| Participant deferral / active EE | $3,913 | $3,872+1.0% | $3,425+14.2% | $5,609-30.2% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |