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 | $58,269 | $72,177-19.3% | $115,037-49.3% | $59,632-2.3% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | -1.20% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,658 | $2,841-41.6% | $4,608-64.0% | $2,203-24.7% |
| Participant deferral / active EE | $3,621 | $4,783-24.3% | $6,026-39.9% | $3,192+13.5% |
| Admin fee / account holder | $109 | $4,927-97.8% | $8,175-98.7% | $4,297-97.5% |