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 | $91,129 | $142,344-36.0% | $119,609-23.8% | $134,475-32.2% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -16.30% | -12.44%-3.9pp | -14.97%-1.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,267 | $5,222-37.4% | $4,232-22.8% | $4,740-31.1% |
| Participant deferral / active EE | $7,129 | $6,469+10.2% | $5,602+27.3% | $6,400+11.4% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |