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 | $83,614 | $56,357+48.4% | $104,294-19.8% | $68,494+22.1% |
| Participation rate | 92.6% | 63.3%+29.3pp | 73.3%+19.3pp | 67.9%+24.7pp |
| Annual return | -18.77% | -9.19%-9.6pp | 24.61%-43.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $896 | $1,960-54.3% | $3,372-73.4% | $2,596-65.5% |
| Participant deferral / active EE | $3,585 | $3,077+16.5% | $4,625-22.5% | $4,027-11.0% |
| Admin fee / account holder | $0 | $4,903-100.0% | $7,339-100.0% | $5,403-100.0% |