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 | $48,324 | $167,307-71.1% | $143,757-66.4% | $134,475-64.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -18.47% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,110 | $5,619-62.4% | $4,951-57.4% | $4,740-55.5% |
| Participant deferral / active EE | $4,402 | $6,446-31.7% | $5,637-21.9% | $6,400-31.2% |
| Admin fee / account holder | $18 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |