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 | $55,518 | $82,286-32.5% | $68,791-19.3% | $134,475-58.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -19.51% | -2.19%-17.3pp | -6.38%-13.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $2,310 | $3,301-30.0% | $2,655-13.0% | $4,740-51.3% |
| Participant deferral / active EE | $3,610 | $4,739-23.8% | $3,941-8.4% | $6,400-43.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |