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 | $58,771 | $167,484-64.9% | $151,611-61.2% | $134,475-56.3% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -9.61% | 7.80%-17.4pp | 3.33%-12.9pp | 417.96%-427.6pp |
| Employer contribution / active EE | $2,600 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $9,009 | $8,986+0.3% | $8,363+7.7% | $6,400+40.8% |
| Admin fee / account holder | $5 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |