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 | $57,476 | $167,307-65.6% | $143,757-60.0% | $134,475-57.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.76% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,098 | $5,619-44.9% | $4,951-37.4% | $4,740-34.6% |
| Participant deferral / active EE | $9,347 | $6,446+45.0% | $5,637+65.8% | $6,400+46.0% |
| Admin fee / account holder | $218 | $18,088-98.8% | $14,673-98.5% | $11,426-98.1% |