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 | $81,201 | $87,540-7.2% | $75,781+7.2% | $125,391-35.2% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -0.26% | 13.48%-13.7pp | 9.68%-9.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,412 | $3,930-38.6% | $3,323-27.4% | $4,866-50.4% |
| Participant deferral / active EE | $3,260 | $4,229-22.9% | $3,651-10.7% | $5,352-39.1% |
| Admin fee / account holder | $47 | $6,502-99.3% | $5,299-99.1% | $9,540-99.5% |