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 5-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 | $15,423 | $95,862-83.9% | $79,550-80.6% | $134,475-88.5% |
| Participation rate | 92.9% | 75.0%+17.8pp | 69.5%+23.4pp | 81.2%+11.6pp |
| Annual return | -14.65% | -2.69%-12.0pp | 0.16%-14.8pp | 417.96%-432.6pp |
| Employer contribution / active EE | $1,299 | $3,128-58.5% | $2,413-46.2% | $4,740-72.6% |
| Participant deferral / active EE | $5,280 | $4,693+12.5% | $3,985+32.5% | $6,400-17.5% |
| Admin fee / account holder | $170 | $9,126-98.1% | $6,832-97.5% | $11,426-98.5% |