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 | $50,005 | $57,354-12.8% | $83,848-40.4% | $64,186-22.1% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | -4.15% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $6,226 | $2,545+144.6% | $3,631+71.5% | $2,381+161.5% |
| Participant deferral / active EE | $3,864 | $2,993+29.1% | $4,082-5.3% | $3,470+11.4% |
| Admin fee / account holder | $100 | $4,046-97.5% | $5,478-98.2% | $4,888-98.0% |