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 | $55,768 | $57,354-2.8% | $83,848-33.5% | $64,186-13.1% |
| Participation rate | 92.6% | 68.6%+24.0pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | -5.19% | 11.38%-16.6pp | 850.88%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,866 | $2,545+12.6% | $3,631-21.1% | $2,381+20.4% |
| Participant deferral / active EE | $4,864 | $2,993+62.5% | $4,082+19.2% | $3,470+40.2% |
| Admin fee / account holder | $251 | $4,046-93.8% | $5,478-95.4% | $4,888-94.9% |