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 | $15,259 | $133,958-88.6% | $112,228-86.4% | $134,475-88.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.84% | 47.11%-63.0pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,523 | $4,038-62.3% | $3,635-58.1% | $4,740-67.9% |
| Participant deferral / active EE | $2,285 | $5,291-56.8% | $4,728-51.7% | $6,400-64.3% |
| Admin fee / account holder | $101 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |