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 | $67,442 | $167,307-59.7% | $143,757-53.1% | $134,475-49.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.70% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $5,434 | $5,619-3.3% | $4,951+9.8% | $4,740+14.6% |
| Participant deferral / active EE | $8,631 | $6,446+33.9% | $5,637+53.1% | $6,400+34.9% |
| Admin fee / account holder | $2 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |