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 | $56,216 | $64,707-13.1% | $112,228-49.9% | $68,494-17.9% |
| Participation rate | 71.8% | 67.2%+4.7pp | 75.1%-3.2pp | 67.9%+3.9pp |
| Annual return | -16.49% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $5,753 | $2,746+109.5% | $3,635+58.3% | $2,596+121.6% |
| Participant deferral / active EE | $7,420 | $3,565+108.1% | $4,728+56.9% | $4,027+84.2% |
| Admin fee / account holder | $136 | $5,232-97.4% | $6,410-97.9% | $5,403-97.5% |