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 | $43,008 | $85,790-49.9% | $67,313-36.1% | $135,375-68.2% |
| Participation rate | 81.0% | 76.5%+4.5pp | 69.1%+11.9pp | 82.6%-1.7pp |
| Annual return | -2.20% | -0.54%-1.7pp | -4.08%+1.9pp | 519.73%-521.9pp |
| Employer contribution / active EE | $1,637 | $3,487-53.0% | $2,566-36.2% | $4,779-65.7% |
| Participant deferral / active EE | $3,299 | $4,651-29.1% | $3,568-7.5% | $5,609-41.2% |
| Admin fee / account holder | $36 | $6,392-99.4% | $4,507-99.2% | $10,827-99.7% |