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 | $82,948 | $167,307-50.4% | $143,757-42.3% | $134,475-38.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -11.91% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $3,040 | $5,619-45.9% | $4,951-38.6% | $4,740-35.9% |
| Participant deferral / active EE | $4,616 | $6,446-28.4% | $5,637-18.1% | $6,400-27.9% |
| Admin fee / account holder | $74 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |