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 | $33,422 | $100,754-66.8% | $86,677-61.4% | $134,475-75.1% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -17.68% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,740 | $3,489-50.1% | $2,836-38.6% | $4,740-63.3% |
| Participant deferral / active EE | $2,878 | $5,338-46.1% | $4,656-38.2% | $6,400-55.0% |
| Admin fee / account holder | $48 | $10,926-99.6% | $7,493-99.4% | $11,426-99.6% |