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 | $33,841 | $57,354-41.0% | $83,848-59.6% | $64,186-47.3% |
| Participation rate | 96.0% | 68.6%+27.4pp | 76.1%+19.9pp | 69.6%+26.4pp |
| Annual return | -3.24% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,735 | $2,545-31.8% | $3,631-52.2% | $2,381-27.1% |
| Participant deferral / active EE | $3,574 | $2,993+19.4% | $4,082-12.4% | $3,470+3.0% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,888-100.0% |