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 | $44,110 | $167,307-73.6% | $143,757-69.3% | $134,475-67.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.89% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $7,195 | $5,619+28.1% | $4,951+45.3% | $4,740+51.8% |
| Participant deferral / active EE | $4,393 | $6,446-31.9% | $5,637-22.1% | $6,400-31.4% |
| Admin fee / account holder | $161 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |