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 | $35,574 | $83,908-57.6% | $68,509-48.1% | $125,391-71.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.80% | 14.48%-15.3pp | 8.27%-9.1pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,311 | $3,031-56.7% | $2,278-42.4% | $4,866-73.1% |
| Participant deferral / active EE | $2,388 | $4,125-42.1% | $3,382-29.4% | $5,352-55.4% |
| Admin fee / account holder | $6 | $8,982-99.9% | $5,275-99.9% | $9,540-99.9% |