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 | $36,417 | $90,590-59.8% | $90,782-59.9% | $135,375-73.1% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.6%-2.6pp |
| Annual return | -4.98% | -3.40%-1.6pp | -3.42%-1.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,715 | $4,352-37.6% | $4,105-33.9% | $4,779-43.2% |
| Participant deferral / active EE | $6,849 | $5,407+26.7% | $5,366+27.6% | $5,609+22.1% |
| Admin fee / account holder | $262 | $7,683-96.6% | $5,908-95.6% | $10,827-97.6% |