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 | $37,732 | $86,699-56.5% | $73,307-48.5% | $125,391-69.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.03% | 2.78%-2.7pp | 5.67%-5.6pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,562 | $4,152-62.4% | $3,237-51.7% | $4,866-67.9% |
| Participant deferral / active EE | $3,484 | $5,550-37.2% | $4,991-30.2% | $5,352-34.9% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |