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 | $43,746 | $87,540-50.0% | $75,781-42.3% | $125,391-65.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.47% | 13.48%-17.0pp | 9.68%-13.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $5,909 | $3,930+50.4% | $3,323+77.8% | $4,866+21.4% |
| Participant deferral / active EE | $5,909 | $4,229+39.7% | $3,651+61.8% | $5,352+10.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |