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 | $23,556 | $45,566-48.3% | $64,105-63.3% | $59,632-60.5% |
| Participation rate | 87.5% | 60.2%+27.3pp | 68.2%+19.3pp | 68.7%+18.8pp |
| Annual return | -2.78% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $369 | $934-60.5% | $1,820-79.7% | $2,203-83.3% |
| Participant deferral / active EE | $2,462 | $2,057+19.7% | $2,822-12.8% | $3,192-22.9% |
| Admin fee / account holder | $223 | $3,268-93.2% | $4,499-95.0% | $4,297-94.8% |