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 | $32,111 | $77,813-58.7% | $123,544-74.0% | $64,186-50.0% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.0pp |
| Annual return | -5.18% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,474 | $3,014-17.9% | $4,628-46.5% | $2,381+3.9% |
| Participant deferral / active EE | $5,598 | $5,240+6.8% | $6,426-12.9% | $3,470+61.3% |
| Admin fee / account holder | $251 | $5,519-95.5% | $9,284-97.3% | $4,888-94.9% |