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 | $52,444 | $131,829-60.2% | $108,579-51.7% | $273,961-80.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 7.50% | -91.57%+99.1pp | -51.70%+59.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,100 | $4,912-36.9% | $3,758-17.5% | $4,869-36.3% |
| Participant deferral / active EE | $7,057 | $5,127+37.6% | $4,311+63.7% | $5,287+33.5% |
| Admin fee / account holder | $123 | $10,252-98.8% | $7,645-98.4% | $10,132-98.8% |