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 | $40,359 | $95,862-57.9% | $79,550-49.3% | $134,475-70.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.40% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,883 | $3,128-7.8% | $2,413+19.5% | $4,740-39.2% |
| Participant deferral / active EE | $7,685 | $4,693+63.8% | $3,985+92.8% | $6,400+20.1% |
| Admin fee / account holder | $157 | $9,126-98.3% | $6,832-97.7% | $11,426-98.6% |