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 | $55,024 | $127,386-56.8% | $115,037-52.2% | $125,391-56.1% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.63% | 31.28%-33.9pp | 26.14%-28.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $10,239 | $5,166+98.2% | $4,608+122.2% | $4,866+110.4% |
| Participant deferral / active EE | $4,500 | $6,423-29.9% | $6,026-25.3% | $5,352-15.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |