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 | $59,075 | $167,307-64.7% | $143,757-58.9% | $134,475-56.1% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -16.81% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,031 | $5,619-63.9% | $4,951-59.0% | $4,740-57.2% |
| Participant deferral / active EE | $4,582 | $6,446-28.9% | $5,637-18.7% | $6,400-28.4% |
| Admin fee / account holder | $70 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |