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 | $32,304 | $49,177-34.3% | $79,464-59.3% | $64,186-49.7% |
| Participation rate | 77.1% | 65.0%+12.1pp | 73.3%+3.8pp | 69.6%+7.6pp |
| Annual return | -6.99% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $530 | $2,076-74.5% | $2,800-81.1% | $2,381-77.7% |
| Participant deferral / active EE | $1,710 | $2,821-39.4% | $3,704-53.8% | $3,470-50.7% |
| Admin fee / account holder | $69 | $3,839-98.2% | $5,113-98.7% | $4,888-98.6% |