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 | $44,217 | $113,935-61.2% | $94,224-53.1% | $125,391-64.7% |
| Participation rate | 72.7% | 82.9%-10.2pp | 78.8%-6.0pp | 83.2%-10.5pp |
| Annual return | -1.95% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,686 | $4,727-43.2% | $3,587-25.1% | $4,866-44.8% |
| Participant deferral / active EE | $5,625 | $5,179+8.6% | $4,320+30.2% | $5,352+5.1% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |