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 | $14,957 | $82,286-81.8% | $68,791-78.3% | $134,475-88.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.52% | -2.19%-5.3pp | -6.38%-1.1pp | 417.96%-425.5pp |
| Employer contribution / active EE | $2,393 | $3,301-27.5% | $2,655-9.9% | $4,740-49.5% |
| Participant deferral / active EE | $1,086 | $4,739-77.1% | $3,941-72.4% | $6,400-83.0% |
| Admin fee / account holder | $188 | $6,481-97.1% | $4,932-96.2% | $11,426-98.4% |