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 | $61,055 | $131,829-53.7% | $108,579-43.8% | $273,961-77.7% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 9.93% | -91.57%+101.5pp | -51.70%+61.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $3,283 | $4,912-33.2% | $3,758-12.7% | $4,869-32.6% |
| Participant deferral / active EE | $6,314 | $5,127+23.2% | $4,311+46.5% | $5,287+19.4% |
| Admin fee / account holder | $82 | $10,252-99.2% | $7,645-98.9% | $10,132-99.2% |