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 | $20,412 | $167,307-87.8% | $143,757-85.8% | $134,475-84.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -16.69% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,889 | $5,619-13.0% | $4,951-1.3% | $4,740+3.1% |
| Participant deferral / active EE | $4,027 | $6,446-37.5% | $5,637-28.6% | $6,400-37.1% |
| Admin fee / account holder | $205 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |