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 | $30,233 | $57,354-47.3% | $83,848-63.9% | $64,186-52.9% |
| Participation rate | 75.5% | 68.6%+6.9pp | 76.1%-0.6pp | 69.6%+5.9pp |
| Annual return | -1.73% | 11.38%-13.1pp | 850.88%-852.6pp | 7.63%-9.4pp |
| Employer contribution / active EE | $2,000 | $2,545-21.4% | $3,631-44.9% | $2,381-16.0% |
| Participant deferral / active EE | $4,281 | $2,993+43.0% | $4,082+4.9% | $3,470+23.4% |
| Admin fee / account holder | $100 | $4,046-97.5% | $5,478-98.2% | $4,888-98.0% |