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 | $38,272 | $110,094-65.2% | $151,611-74.8% | $68,494-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.21% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $7,820 | $4,471+74.9% | $6,166+26.8% | $2,596+201.2% |
| Participant deferral / active EE | $5,555 | $6,527-14.9% | $8,363-33.6% | $4,027+37.9% |
| Admin fee / account holder | $146 | $7,719-98.1% | $11,616-98.7% | $5,403-97.3% |