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 | $27,069 | $107,791-74.9% | $90,645-70.1% | $135,375-80.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.31% | -0.90%-3.4pp | 1.88%-6.2pp | 519.73%-524.0pp |
| Employer contribution / active EE | $957 | $3,018-68.3% | $2,532-62.2% | $4,779-80.0% |
| Participant deferral / active EE | $1,994 | $3,872-48.5% | $3,425-41.8% | $5,609-64.5% |
| Admin fee / account holder | $237 | $5,930-96.0% | $4,994-95.3% | $10,827-97.8% |