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 | $22,051 | $97,881-77.5% | $80,004-72.4% | $125,391-82.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -2.14% | 9.36%-11.5pp | 7.63%-9.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,936 | $3,128-38.1% | $2,473-21.7% | $4,866-60.2% |
| Participant deferral / active EE | $2,276 | $3,744-39.2% | $3,204-29.0% | $5,352-57.5% |
| Admin fee / account holder | $91 | $6,278-98.5% | $5,033-98.2% | $9,540-99.0% |