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 | $39,918 | $76,000-47.5% | $154,107-74.1% | $64,186-37.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.23% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,193 | $3,351-34.6% | $5,298-58.6% | $2,381-7.9% |
| Participant deferral / active EE | $3,222 | $3,175+1.5% | $5,081-36.6% | $3,470-7.1% |
| Admin fee / account holder | $237 | $5,596-95.8% | $13,411-98.2% | $4,888-95.1% |