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 | $49,521 | $131,829-62.4% | $108,579-54.4% | $273,961-81.9% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 8.13% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,254 | $4,912-13.4% | $3,758+13.2% | $4,869-12.6% |
| Participant deferral / active EE | $4,916 | $5,127-4.1% | $4,311+14.0% | $5,287-7.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |