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 | $55,698 | $158,817-64.9% | $121,196-54.0% | $135,375-58.9% |
| Participation rate | 84.6% | 79.3%+5.3pp | 71.7%+12.9pp | 82.6%+2.0pp |
| Annual return | -8.22% | -0.64%-7.6pp | 16.93%-25.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,606 | $5,665-36.3% | $4,022-10.3% | $4,779-24.5% |
| Participant deferral / active EE | $2,247 | $4,005-43.9% | $3,344-32.8% | $5,609-59.9% |
| Admin fee / account holder | $271 | $6,512-95.8% | $5,019-94.6% | $10,827-97.5% |