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 | $42,181 | $83,908-49.7% | $68,509-38.4% | $125,391-66.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.48% | 14.48%-16.0pp | 8.27%-9.8pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,664 | $3,031-45.1% | $2,278-27.0% | $4,866-65.8% |
| Participant deferral / active EE | $13,572 | $4,125+229.0% | $3,382+301.3% | $5,352+153.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |