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 | $86,731 | $91,911-5.6% | $68,793+26.1% | $135,375-35.9% |
| Participation rate | 81.8% | 76.7%+5.1pp | 72.2%+9.6pp | 82.6%-0.8pp |
| Annual return | -8.98% | -8.22%-0.8pp | -4.63%-4.3pp | 519.73%-528.7pp |
| Employer contribution / active EE | $282 | $3,924-92.8% | $2,625-89.3% | $4,779-94.1% |
| Participant deferral / active EE | $3,246 | $4,315-24.8% | $3,311-2.0% | $5,609-42.1% |
| Admin fee / account holder | $32 | $9,240-99.6% | $5,131-99.4% | $10,827-99.7% |