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 | $73,243 | $107,791-32.1% | $90,645-19.2% | $135,375-45.9% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.0%+6.0pp | 82.6%-2.6pp |
| Annual return | -7.51% | -0.90%-6.6pp | 1.88%-9.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,384 | $3,018-54.1% | $2,532-45.3% | $4,779-71.0% |
| Participant deferral / active EE | $3,946 | $3,872+1.9% | $3,425+15.2% | $5,609-29.6% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |