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 | $80,260 | $129,942-38.2% | $104,294-23.0% | $134,475-40.3% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -20.03% | 42.03%-62.1pp | 24.61%-44.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,243 | $4,184-46.4% | $3,372-33.5% | $4,740-52.7% |
| Participant deferral / active EE | $8,328 | $5,588+49.0% | $4,625+80.1% | $6,400+30.1% |
| Admin fee / account holder | $23 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |