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 | $60,991 | $52,519+16.1% | $155,790-60.9% | $59,632+2.3% |
| Participation rate | 72.3% | 61.7%+10.6pp | 76.1%-3.8pp | 68.7%+3.7pp |
| Annual return | -1.00% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,001 | $1,589+25.9% | $3,836-47.8% | $2,203-9.2% |
| Participant deferral / active EE | $3,623 | $3,084+17.5% | $4,797-24.5% | $3,192+13.5% |
| Admin fee / account holder | $41 | $3,540-98.9% | $7,478-99.5% | $4,297-99.1% |