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 | $12,500 | $95,193-86.9% | $76,523-83.7% | $135,375-90.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 68.0%+3.4pp | 82.6%-11.2pp |
| Annual return | -4.72% | 4.85%-9.6pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,010 | $3,302-69.4% | $2,647-61.8% | $4,779-78.9% |
| Participant deferral / active EE | $2,020 | $4,639-56.4% | $3,835-47.3% | $5,609-64.0% |
| Admin fee / account holder | $241 | $6,249-96.1% | $4,848-95.0% | $10,827-97.8% |