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 | $72,074 | $85,790-16.0% | $67,313+7.1% | $135,375-46.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -7.92% | -0.54%-7.4pp | -4.08%-3.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,538 | $3,487-55.9% | $2,566-40.1% | $4,779-67.8% |
| Participant deferral / active EE | $3,499 | $4,651-24.8% | $3,568-1.9% | $5,609-37.6% |
| Admin fee / account holder | $297 | $6,392-95.4% | $4,507-93.4% | $10,827-97.3% |