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 | $70,386 | $95,862-26.6% | $79,550-11.5% | $134,475-47.7% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -17.75% | -2.69%-15.1pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,922 | $3,128-38.6% | $2,413-20.4% | $4,740-59.5% |
| Participant deferral / active EE | $4,016 | $4,693-14.4% | $3,985+0.8% | $6,400-37.2% |
| Admin fee / account holder | $263 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |