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 | $94,696 | $211,958-55.3% | $169,463-44.1% | $135,375-30.0% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -4.92% | 3.26%-8.2pp | 1.83%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,878 | $5,120-63.3% | $4,159-54.8% | $4,779-60.7% |
| Participant deferral / active EE | $4,037 | $6,075-33.6% | $5,277-23.5% | $5,609-28.0% |
| Admin fee / account holder | $13 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |