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 | $22,536 | $54,350-58.5% | $82,719-72.8% | $68,494-67.1% |
| Participation rate | 78.0% | 63.9%+14.1pp | 72.6%+5.4pp | 67.9%+10.1pp |
| Annual return | -16.94% | -13.67%-3.3pp | 701.18%-718.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,718 | $2,218-22.5% | $3,009-42.9% | $2,596-33.8% |
| Participant deferral / active EE | $2,824 | $3,246-13.0% | $4,395-35.8% | $4,027-29.9% |
| Admin fee / account holder | $186 | $4,395-95.8% | $5,329-96.5% | $5,403-96.6% |