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 | $50,591 | $211,958-76.1% | $169,463-70.1% | $135,375-62.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.71% | 3.26%-10.0pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $801 | $5,120-84.4% | $4,159-80.8% | $4,779-83.2% |
| Participant deferral / active EE | $1,601 | $6,075-73.6% | $5,277-69.7% | $5,609-71.5% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |