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 | $48,576 | $57,354-15.3% | $83,848-42.1% | $64,186-24.3% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -7.77% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,810 | $2,545+10.4% | $3,631-22.6% | $2,381+18.0% |
| Participant deferral / active EE | $2,832 | $2,993-5.4% | $4,082-30.6% | $3,470-18.4% |
| Admin fee / account holder | $82 | $4,046-98.0% | $5,478-98.5% | $4,888-98.3% |