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 | $50,273 | $92,222-45.5% | $76,768-34.5% | $135,375-62.9% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -6.67% | 5.46%-12.1pp | 2.43%-9.1pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,219 | $3,216-62.1% | $2,485-51.0% | $4,779-74.5% |
| Participant deferral / active EE | $1,971 | $4,509-56.3% | $3,852-48.8% | $5,609-64.9% |
| Admin fee / account holder | $222 | $10,748-97.9% | $6,675-96.7% | $10,827-98.0% |