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 | $80,825 | $127,386-36.6% | $115,037-29.7% | $125,391-35.5% |
| Participation rate | 73.7% | 84.2%-10.5pp | 81.4%-7.7pp | 83.2%-9.5pp |
| Annual return | -1.69% | 31.28%-33.0pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,307 | $5,166-74.7% | $4,608-71.6% | $4,866-73.1% |
| Participant deferral / active EE | $3,865 | $6,423-39.8% | $6,026-35.9% | $5,352-27.8% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |