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 | $17,163 | $73,867-76.8% | $143,757-88.1% | $68,494-74.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.36% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,056 | $3,184-35.4% | $4,951-58.5% | $2,596-20.8% |
| Participant deferral / active EE | $1,182 | $3,384-65.1% | $5,637-79.0% | $4,027-70.6% |
| Admin fee / account holder | $131 | $5,755-97.7% | $14,673-99.1% | $5,403-97.6% |