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 | $42,496 | $211,958-80.0% | $169,463-74.9% | $135,375-68.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.15% | 3.26%-9.4pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,570 | $5,120-69.3% | $4,159-62.3% | $4,779-67.1% |
| Participant deferral / active EE | $4,432 | $6,075-27.1% | $5,277-16.0% | $5,609-21.0% |
| Admin fee / account holder | $241 | $11,471-97.9% | $9,109-97.4% | $10,827-97.8% |