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 | $67,000 | $131,829-49.2% | $108,579-38.3% | $273,961-75.5% |
| Participation rate | 77.3% | 83.5%-6.2pp | 79.6%-2.3pp | 83.0%-5.7pp |
| Annual return | 10.14% | -91.57%+101.7pp | -51.70%+61.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,806 | $4,912-63.2% | $3,758-52.0% | $4,869-62.9% |
| Participant deferral / active EE | $4,501 | $5,127-12.2% | $4,311+4.4% | $5,287-14.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |