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 | $45,282 | $76,000-40.4% | $154,107-70.6% | $64,186-29.5% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.5pp | 69.6%+24.0pp |
| Annual return | -4.24% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,643 | $3,351+8.7% | $5,298-31.2% | $2,381+53.0% |
| Participant deferral / active EE | $6,396 | $3,175+101.5% | $5,081+25.9% | $3,470+84.4% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |