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 | $50,765 | $158,817-68.0% | $121,196-58.1% | $135,375-62.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -4.55% | -0.64%-3.9pp | 16.93%-21.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,804 | $5,665+2.4% | $4,022+44.3% | $4,779+21.4% |
| Participant deferral / active EE | $9,250 | $4,005+131.0% | $3,344+176.6% | $5,609+64.9% |
| Admin fee / account holder | $236 | $6,512-96.4% | $5,019-95.3% | $10,827-97.8% |