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 | $22,104 | $127,386-82.6% | $115,037-80.8% | $125,391-82.4% |
| Participation rate | 78.6% | 84.2%-5.6pp | 81.4%-2.8pp | 83.2%-4.6pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,483 | $5,166-71.3% | $4,608-67.8% | $4,866-69.5% |
| Participant deferral / active EE | $4,767 | $6,423-25.8% | $6,026-20.9% | $5,352-10.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |