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 | $49,859 | $127,386-60.9% | $115,037-56.7% | $125,391-60.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.96% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $5,181 | $5,166+0.3% | $4,608+12.4% | $4,866+6.5% |
| Participant deferral / active EE | $4,163 | $6,423-35.2% | $6,026-30.9% | $5,352-22.2% |
| Admin fee / account holder | $88 | $9,516-99.1% | $8,175-98.9% | $9,540-99.1% |