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 | $26,055 | $54,350-52.1% | $82,719-68.5% | $68,494-62.0% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -16.13% | -13.67%-2.5pp | 701.18%-717.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $412 | $2,218-81.4% | $3,009-86.3% | $2,596-84.1% |
| Participant deferral / active EE | $4,727 | $3,246+45.6% | $4,395+7.6% | $4,027+17.4% |
| Admin fee / account holder | $233 | $4,395-94.7% | $5,329-95.6% | $5,403-95.7% |