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 | $59,860 | $131,829-54.6% | $108,579-44.9% | $273,961-78.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 8.47% | -91.57%+100.0pp | -51.70%+60.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,644 | $4,912-66.5% | $3,758-56.2% | $4,869-66.2% |
| Participant deferral / active EE | $5,859 | $5,127+14.3% | $4,311+35.9% | $5,287+10.8% |
| Admin fee / account holder | $29 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |