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 | $75,315 | $211,958-64.5% | $169,463-55.6% | $135,375-44.4% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -9.06% | 3.26%-12.3pp | 1.83%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,139 | $5,120-38.7% | $4,159-24.5% | $4,779-34.3% |
| Participant deferral / active EE | $7,989 | $6,075+31.5% | $5,277+51.4% | $5,609+42.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |