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 | $35,527 | $95,193-62.7% | $76,523-53.6% | $135,375-73.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.19% | 4.85%-13.0pp | -0.27%-7.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,410 | $3,302-57.3% | $2,647-46.7% | $4,779-70.5% |
| Participant deferral / active EE | $2,352 | $4,639-49.3% | $3,835-38.7% | $5,609-58.1% |
| Admin fee / account holder | $84 | $6,249-98.7% | $4,848-98.3% | $10,827-99.2% |