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 | $81,696 | $167,307-51.2% | $143,757-43.2% | $134,475-39.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.45% | 0.46%-12.9pp | -0.04%-12.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $1,329 | $5,619-76.3% | $4,951-73.2% | $4,740-72.0% |
| Participant deferral / active EE | $4,525 | $6,446-29.8% | $5,637-19.7% | $6,400-29.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |