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 | $34,294 | $167,484-79.5% | $151,611-77.4% | $134,475-74.5% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.5%-8.5pp | 81.2%-2.3pp |
| Annual return | -18.70% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $4,987 | $6,829-27.0% | $6,166-19.1% | $4,740+5.2% |
| Participant deferral / active EE | $8,764 | $8,986-2.5% | $8,363+4.8% | $6,400+36.9% |
| Admin fee / account holder | $235 | $13,783-98.3% | $11,616-98.0% | $11,426-97.9% |