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 | $14,779 | $97,044-84.8% | $83,333-82.3% | $135,375-89.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.86% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,705 | $4,143-58.9% | $3,379-49.5% | $4,779-64.3% |
| Participant deferral / active EE | $2,220 | $5,964-62.8% | $5,565-60.1% | $5,609-60.4% |
| Admin fee / account holder | $13 | $8,380-99.8% | $7,510-99.8% | $10,827-99.9% |