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 | $73,252 | $85,790-14.6% | $67,313+8.8% | $135,375-45.9% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.1%+2.3pp | 82.6%-11.2pp |
| Annual return | -7.05% | -0.54%-6.5pp | -4.08%-3.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,903 | $3,487-45.4% | $2,566-25.8% | $4,779-60.2% |
| Participant deferral / active EE | $7,997 | $4,651+71.9% | $3,568+124.1% | $5,609+42.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |