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 | $80,654 | $59,805+34.9% | $79,550+1.4% | $68,494+17.8% |
| Participation rate | 81.8% | 61.1%+20.8pp | 69.5%+12.3pp | 67.9%+13.9pp |
| Annual return | -17.30% | -12.30%-5.0pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,480 | $1,505-1.7% | $2,413-38.7% | $2,596-43.0% |
| Participant deferral / active EE | $5,464 | $3,024+80.7% | $3,985+37.1% | $4,027+35.7% |
| Admin fee / account holder | $80 | $4,835-98.3% | $6,832-98.8% | $5,403-98.5% |