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 | $48,313 | $167,307-71.1% | $143,757-66.4% | $134,475-64.1% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -14.29% | 0.46%-14.8pp | -0.04%-14.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,606 | $5,619-18.0% | $4,951-7.0% | $4,740-2.8% |
| Participant deferral / active EE | $4,188 | $6,446-35.0% | $5,637-25.7% | $6,400-34.6% |
| Admin fee / account holder | $199 | $18,088-98.9% | $14,673-98.6% | $11,426-98.3% |