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 | $38,808 | $86,699-55.2% | $73,307-47.1% | $125,391-69.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.47% | 2.78%-3.2pp | 5.67%-6.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,797 | $4,152-56.7% | $3,237-44.5% | $4,866-63.1% |
| Participant deferral / active EE | $3,331 | $5,550-40.0% | $4,991-33.3% | $5,352-37.8% |
| Admin fee / account holder | $224 | $7,771-97.1% | $5,637-96.0% | $9,540-97.7% |