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 | $30,966 | $131,829-76.5% | $108,579-71.5% | $273,961-88.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 4.22% | -91.57%+95.8pp | -51.70%+55.9pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,683 | $4,912-65.7% | $3,758-55.2% | $4,869-65.4% |
| Participant deferral / active EE | $4,329 | $5,127-15.6% | $4,311+0.4% | $5,287-18.1% |
| Admin fee / account holder | $23 | $10,252-99.8% | $7,645-99.7% | $10,132-99.8% |