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 | $48,832 | $127,386-61.7% | $115,037-57.6% | $125,391-61.1% |
| Participation rate | 77.8% | 84.2%-6.4pp | 81.4%-3.6pp | 83.2%-5.4pp |
| Annual return | -0.89% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $9,806 | $5,166+89.8% | $4,608+112.8% | $4,866+101.5% |
| Participant deferral / active EE | $10,177 | $6,423+58.5% | $6,026+68.9% | $5,352+90.2% |
| Admin fee / account holder | $229 | $9,516-97.6% | $8,175-97.2% | $9,540-97.6% |