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 | $62,154 | $103,949-40.2% | $69,182-10.2% | $273,961-77.3% |
| Participation rate | 72.7% | 67.4%+5.4pp | 55.1%+17.6pp | 83.0%-10.3pp |
| Annual return | 7.97% | 35.28%-27.3pp | -21.93%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,618 | $2,716+106.8% | $1,897+196.1% | $5,287+6.3% |
| Admin fee / account holder | $11 | $3,671-99.7% | $2,697-99.6% | $10,132-99.9% |