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 | $78,500 | $69,518+12.9% | $59,878+31.1% | $135,375-42.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -3.28% | 7.94%-11.2pp | 3.46%-6.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,490 | $3,235-53.9% | $2,722-45.3% | $4,779-68.8% |
| Participant deferral / active EE | $5,831 | $4,206+38.6% | $3,402+71.4% | $5,609+4.0% |
| Admin fee / account holder | $212 | $5,734-96.3% | $3,590-94.1% | $10,827-98.0% |