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 | $50,245 | $69,518-27.7% | $59,878-16.1% | $135,375-62.9% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.7%+7.1pp | 82.6%-0.8pp |
| Annual return | -7.18% | 7.94%-15.1pp | 3.46%-10.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,324 | $3,235-59.1% | $2,722-51.4% | $4,779-72.3% |
| Participant deferral / active EE | $5,942 | $4,206+41.3% | $3,402+74.7% | $5,609+5.9% |
| Admin fee / account holder | $132 | $5,734-97.7% | $3,590-96.3% | $10,827-98.8% |