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 | $76,086 | $95,193-20.1% | $76,523-0.6% | $135,375-43.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.46% | 4.85%-12.3pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,468 | $3,302+35.3% | $2,647+68.8% | $4,779-6.5% |
| Participant deferral / active EE | $15,353 | $4,639+230.9% | $3,835+300.3% | $5,609+173.7% |
| Admin fee / account holder | $273 | $6,249-95.6% | $4,848-94.4% | $10,827-97.5% |