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 | $42,212 | $57,354-26.4% | $83,848-49.7% | $64,186-34.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.32% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,741 | $2,545-31.6% | $3,631-52.1% | $2,381-26.9% |
| Participant deferral / active EE | $1,419 | $2,993-52.6% | $4,082-65.2% | $3,470-59.1% |
| Admin fee / account holder | $107 | $4,046-97.4% | $5,478-98.0% | $4,888-97.8% |