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 | $38,806 | $133,958-71.0% | $112,228-65.4% | $134,475-71.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -15.83% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,582 | $4,038-36.1% | $3,635-29.0% | $4,740-45.5% |
| Participant deferral / active EE | $5,244 | $5,291-0.9% | $4,728+10.9% | $6,400-18.1% |
| Admin fee / account holder | $31 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |