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 | $76,862 | $78,694-2.3% | $67,652+13.6% | $125,391-38.7% |
| Participation rate | 88.2% | 78.8%+9.4pp | 75.7%+12.6pp | 83.2%+5.0pp |
| Annual return | -1.74% | 9.46%-11.2pp | 6625.04%-6626.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,941 | $3,044-36.2% | $2,266-14.3% | $4,866-60.1% |
| Participant deferral / active EE | $3,378 | $4,292-21.3% | $3,560-5.1% | $5,352-36.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |