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 | $14,607 | $75,828-80.7% | $147,614-90.1% | $59,632-75.5% |
| Participation rate | 80.8% | 71.6%+9.2pp | 84.6%-3.9pp | 68.7%+12.1pp |
| Annual return | -1.40% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,366 | $3,485-60.8% | $5,564-75.4% | $2,203-38.0% |
| Participant deferral / active EE | $2,407 | $3,130-23.1% | $4,895-50.8% | $3,192-24.6% |
| Admin fee / account holder | $193 | $5,985-96.8% | $11,611-98.3% | $4,297-95.5% |