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 | $69,792 | $48,265+44.6% | $68,791+1.5% | $68,494+1.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -17.79% | -12.71%-5.1pp | -6.38%-11.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,054 | $1,829+12.3% | $2,655-22.6% | $2,596-20.9% |
| Participant deferral / active EE | $4,429 | $2,867+54.5% | $3,941+12.4% | $4,027+10.0% |
| Admin fee / account holder | $54 | $4,355-98.8% | $4,932-98.9% | $5,403-99.0% |