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 | $71,281 | $113,935-37.4% | $94,224-24.4% | $125,391-43.2% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | -3.43% | 5.29%-8.7pp | 10.68%-14.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,708 | $4,727-63.9% | $3,587-52.4% | $4,866-64.9% |
| Participant deferral / active EE | $6,205 | $5,179+19.8% | $4,320+43.6% | $5,352+16.0% |
| Admin fee / account holder | $13 | $8,391-99.8% | $6,269-99.8% | $9,540-99.9% |