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 | $55,272 | $69,518-20.5% | $59,878-7.7% | $135,375-59.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.92% | 7.94%-13.9pp | 3.46%-9.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,165 | $3,235-2.2% | $2,722+16.3% | $4,779-33.8% |
| Participant deferral / active EE | $1,350 | $4,206-67.9% | $3,402-60.3% | $5,609-75.9% |
| Admin fee / account holder | $231 | $5,734-96.0% | $3,590-93.6% | $10,827-97.9% |