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 | $47,236 | $91,911-48.6% | $68,793-31.3% | $135,375-65.1% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -9.45% | -8.22%-1.2pp | -4.63%-4.8pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,745 | $3,924-55.5% | $2,625-33.5% | $4,779-63.5% |
| Participant deferral / active EE | $5,107 | $4,315+18.3% | $3,311+54.2% | $5,609-8.9% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |