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 | $52,023 | $211,958-75.5% | $169,463-69.3% | $135,375-61.6% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.53% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,346 | $5,120-34.6% | $4,159-19.6% | $4,779-30.0% |
| Participant deferral / active EE | $5,292 | $6,075-12.9% | $5,277+0.3% | $5,609-5.6% |
| Admin fee / account holder | $286 | $11,471-97.5% | $9,109-96.9% | $10,827-97.4% |