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 | $60,508 | $167,484-63.9% | $151,611-60.1% | $134,475-55.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -15.81% | 7.80%-23.6pp | 3.33%-19.1pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,623 | $6,829-61.6% | $6,166-57.5% | $4,740-44.7% |
| Participant deferral / active EE | $7,485 | $8,986-16.7% | $8,363-10.5% | $6,400+17.0% |
| Admin fee / account holder | $294 | $13,783-97.9% | $11,616-97.5% | $11,426-97.4% |