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 | $58,718 | $90,590-35.2% | $90,782-35.3% | $135,375-56.6% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.7%-7.7pp | 82.6%-7.6pp |
| Annual return | -5.81% | -3.40%-2.4pp | -3.42%-2.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,317 | $4,352-69.7% | $4,105-67.9% | $4,779-72.4% |
| Participant deferral / active EE | $6,345 | $5,407+17.4% | $5,366+18.3% | $5,609+13.1% |
| Admin fee / account holder | $21 | $7,683-99.7% | $5,908-99.6% | $10,827-99.8% |