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 | $46,599 | $84,527-44.9% | $67,711-31.2% | $125,391-62.8% |
| Participation rate | 85.7% | 74.8%+10.9pp | 67.5%+18.2pp | 83.2%+2.5pp |
| Annual return | -2.09% | 2.57%-4.7pp | 25.41%-27.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,578 | $3,292-52.1% | $2,559-38.4% | $4,866-67.6% |
| Participant deferral / active EE | $4,740 | $4,429+7.0% | $3,585+32.2% | $5,352-11.4% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |