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 | $42,084 | $69,518-39.5% | $59,878-29.7% | $135,375-68.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.98% | 7.94%-11.9pp | 3.46%-7.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,208 | $3,235-0.8% | $2,722+17.9% | $4,779-32.9% |
| Participant deferral / active EE | $2,810 | $4,206-33.2% | $3,402-17.4% | $5,609-49.9% |
| Admin fee / account holder | $10 | $5,734-99.8% | $3,590-99.7% | $10,827-99.9% |