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 | $79,026 | $133,958-41.0% | $112,228-29.6% | $134,475-41.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -3.40% | 47.11%-50.5pp | 27.45%-30.9pp | 417.96%-421.4pp |
| Employer contribution / active EE | $2,648 | $4,038-34.4% | $3,635-27.1% | $4,740-44.1% |
| Participant deferral / active EE | $8,109 | $5,291+53.3% | $4,728+71.5% | $6,400+26.7% |
| Admin fee / account holder | $240 | $7,489-96.8% | $6,410-96.3% | $11,426-97.9% |