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 | $63,182 | $97,044-34.9% | $83,333-24.2% | $135,375-53.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.21% | 12.31%-16.5pp | 10.63%-14.8pp | 519.73%-523.9pp |
| Employer contribution / active EE | $4,426 | $4,143+6.8% | $3,379+31.0% | $4,779-7.4% |
| Participant deferral / active EE | $7,143 | $5,964+19.8% | $5,565+28.4% | $5,609+27.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |