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 | $167,162 | $95,862+74.4% | $79,550+110.1% | $134,475+24.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -12.79% | -2.69%-10.1pp | 0.16%-13.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,657 | $3,128-47.0% | $2,413-31.3% | $4,740-65.0% |
| Participant deferral / active EE | $7,433 | $4,693+58.4% | $3,985+86.5% | $6,400+16.1% |
| Admin fee / account holder | $50 | $9,126-99.5% | $6,832-99.3% | $11,426-99.6% |