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 | $45,264 | $131,829-65.7% | $108,579-58.3% | $273,961-83.5% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 4.78% | -91.57%+96.4pp | -51.70%+56.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,953 | $4,912-39.9% | $3,758-21.4% | $4,869-39.4% |
| Participant deferral / active EE | $7,374 | $5,127+43.8% | $4,311+71.1% | $5,287+39.5% |
| Admin fee / account holder | $78 | $10,252-99.2% | $7,645-99.0% | $10,132-99.2% |