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 | $28,664 | $99,032-71.1% | $80,019-64.2% | $135,375-78.8% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -4.07% | 15.39%-19.5pp | 11.22%-15.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,028 | $3,043-66.2% | $2,468-58.3% | $4,779-78.5% |
| Participant deferral / active EE | $4,310 | $4,282+0.6% | $3,686+16.9% | $5,609-23.2% |
| Admin fee / account holder | $289 | $10,436-97.2% | $6,521-95.6% | $10,827-97.3% |