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 | $78,720 | $127,100-38.1% | $105,738-25.6% | $135,375-41.9% |
| Participation rate | 81.3% | 82.7%-1.5pp | 76.3%+4.9pp | 82.6%-1.4pp |
| Annual return | -8.19% | 4.49%-12.7pp | 6.27%-14.5pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,746 | $4,107-57.5% | $3,268-46.6% | $4,779-63.5% |
| Participant deferral / active EE | $4,177 | $5,064-17.5% | $4,080+2.4% | $5,609-25.5% |
| Admin fee / account holder | $230 | $9,087-97.5% | $6,913-96.7% | $10,827-97.9% |