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 | $46,083 | $57,354-19.7% | $83,848-45.0% | $64,186-28.2% |
| Participation rate | 82.6% | 68.6%+14.0pp | 76.1%+6.5pp | 69.6%+13.0pp |
| Annual return | -4.72% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $9,962 | $2,545+291.4% | $3,631+174.4% | $2,381+318.4% |
| Participant deferral / active EE | $3,024 | $2,993+1.0% | $4,082-25.9% | $3,470-12.9% |
| Admin fee / account holder | $195 | $4,046-95.2% | $5,478-96.4% | $4,888-96.0% |