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 | $48,201 | $167,484-71.2% | $151,611-68.2% | $134,475-64.2% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -16.21% | 7.80%-24.0pp | 3.33%-19.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $6,415 | $6,829-6.1% | $6,166+4.0% | $4,740+35.3% |
| Participant deferral / active EE | $8,785 | $8,986-2.2% | $8,363+5.0% | $6,400+37.3% |
| Admin fee / account holder | $12 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |