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 | $50,907 | $57,354-11.2% | $83,848-39.3% | $64,186-20.7% |
| Participation rate | 87.5% | 68.6%+18.9pp | 76.1%+11.4pp | 69.6%+17.9pp |
| Annual return | -4.43% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,415 | $2,545-5.1% | $3,631-33.5% | $2,381+1.4% |
| Participant deferral / active EE | $4,818 | $2,993+61.0% | $4,082+18.0% | $3,470+38.9% |
| Admin fee / account holder | $168 | $4,046-95.8% | $5,478-96.9% | $4,888-96.6% |