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 | $46,332 | $100,754-54.0% | $86,677-46.5% | $134,475-65.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.70% | 29.04%-38.7pp | 35.91%-45.6pp | 417.96%-427.7pp |
| Employer contribution / active EE | $5,467 | $3,489+56.7% | $2,836+92.8% | $4,740+15.4% |
| Participant deferral / active EE | $5,871 | $5,338+10.0% | $4,656+26.1% | $6,400-8.3% |
| Admin fee / account holder | $200 | $10,926-98.2% | $7,493-97.3% | $11,426-98.2% |