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 | $31,463 | $158,817-80.2% | $121,196-74.0% | $135,375-76.8% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.7%-1.7pp | 82.6%-12.6pp |
| Annual return | -7.97% | -0.64%-7.3pp | 16.93%-24.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,354 | $5,665-23.1% | $4,022+8.3% | $4,779-8.9% |
| Participant deferral / active EE | $3,405 | $4,005-15.0% | $3,344+1.8% | $5,609-39.3% |
| Admin fee / account holder | $2 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |