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 | $19,766 | $57,354-65.5% | $83,848-76.4% | $64,186-69.2% |
| Participation rate | 71.9% | 68.6%+3.3pp | 76.1%-4.2pp | 69.6%+2.4pp |
| Annual return | -7.71% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,305 | $2,545-48.7% | $3,631-64.1% | $2,381-45.2% |
| Participant deferral / active EE | $1,533 | $2,993-48.8% | $4,082-62.4% | $3,470-55.8% |
| Admin fee / account holder | $192 | $4,046-95.2% | $5,478-96.5% | $4,888-96.1% |