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 | $53,414 | $167,307-68.1% | $143,757-62.8% | $134,475-60.3% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -19.59% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $3,568 | $5,619-36.5% | $4,951-27.9% | $4,740-24.7% |
| Participant deferral / active EE | $10,585 | $6,446+64.2% | $5,637+87.8% | $6,400+65.4% |
| Admin fee / account holder | $21 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |