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 | $53,424 | $46,674+14.5% | $117,472-54.5% | $68,494-22.0% |
| Participation rate | 73.3% | 56.8%+16.6pp | 70.6%+2.7pp | 67.9%+5.4pp |
| Annual return | -16.41% | -14.52%-1.9pp | 29.74%-46.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,552 | $1,505+69.6% | $4,176-38.9% | $2,596-1.7% |
| Participant deferral / active EE | $4,984 | $2,636+89.0% | $4,070+22.4% | $4,027+23.7% |
| Admin fee / account holder | $0 | $4,020-100.0% | $5,645-100.0% | $5,403-100.0% |