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 | $70,182 | $167,307-58.1% | $143,757-51.2% | $134,475-47.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.56% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,404 | $5,619-75.0% | $4,951-71.6% | $4,740-70.4% |
| Participant deferral / active EE | $4,624 | $6,446-28.3% | $5,637-18.0% | $6,400-27.7% |
| Admin fee / account holder | $286 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |