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 | $45,591 | $64,707-29.5% | $112,228-59.4% | $68,494-33.4% |
| Participation rate | 82.1% | 67.2%+15.0pp | 75.1%+7.1pp | 67.9%+14.3pp |
| Annual return | -12.72% | -11.40%-1.3pp | 27.45%-40.2pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,159 | $3,565-11.4% | $4,728-33.2% | $4,027-21.6% |
| Admin fee / account holder | $56 | $5,232-98.9% | $6,410-99.1% | $5,403-99.0% |