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 | $58,691 | $127,386-53.9% | $115,037-49.0% | $125,391-53.2% |
| Participation rate | 88.9% | 84.2%+4.7pp | 81.4%+7.5pp | 83.2%+5.7pp |
| Annual return | -1.14% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $6,537 | $5,166+26.5% | $4,608+41.9% | $4,866+34.3% |
| Participant deferral / active EE | $4,304 | $6,423-33.0% | $6,026-28.6% | $5,352-19.6% |
| Admin fee / account holder | $180 | $9,516-98.1% | $8,175-97.8% | $9,540-98.1% |