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 | $54,242 | $99,032-45.2% | $80,019-32.2% | $135,375-59.9% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -2.43% | 15.39%-17.8pp | 11.22%-13.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $1,298 | $3,043-57.3% | $2,468-47.4% | $4,779-72.8% |
| Participant deferral / active EE | $5,267 | $4,282+23.0% | $3,686+42.9% | $5,609-6.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |