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 | $45,394 | $83,908-45.9% | $68,509-33.7% | $125,391-63.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -3.18% | 14.48%-17.7pp | 8.27%-11.4pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,532 | $3,031-16.5% | $2,278+11.2% | $4,866-48.0% |
| Participant deferral / active EE | $3,736 | $4,125-9.4% | $3,382+10.4% | $5,352-30.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |