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 | $60,449 | $131,829-54.1% | $108,579-44.3% | $273,961-77.9% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.6%-1.0pp | 83.0%-4.4pp |
| Annual return | 11.19% | -91.57%+102.8pp | -51.70%+62.9pp | 41.45%-30.3pp |
| Employer contribution / active EE | $3,659 | $4,912-25.5% | $3,758-2.7% | $4,869-24.9% |
| Participant deferral / active EE | $6,800 | $5,127+32.6% | $4,311+57.7% | $5,287+28.6% |
| Admin fee / account holder | $10 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |