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 | $48,545 | $77,813-37.6% | $123,544-60.7% | $64,186-24.4% |
| Participation rate | 86.7% | 74.7%+12.0pp | 82.3%+4.4pp | 69.6%+17.1pp |
| Annual return | -2.67% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $4,188 | $3,014+39.0% | $4,628-9.5% | $2,381+75.9% |
| Participant deferral / active EE | $9,506 | $5,240+81.4% | $6,426+47.9% | $3,470+174.0% |
| Admin fee / account holder | $289 | $5,519-94.8% | $9,284-96.9% | $4,888-94.1% |