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 | $33,308 | $100,754-66.9% | $86,677-61.6% | $134,475-75.2% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -4.80% | 29.04%-33.8pp | 35.91%-40.7pp | 417.96%-422.8pp |
| Employer contribution / active EE | $1,558 | $3,489-55.4% | $2,836-45.1% | $4,740-67.1% |
| Participant deferral / active EE | $3,724 | $5,338-30.2% | $4,656-20.0% | $6,400-41.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |