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 | $55,571 | $99,032-43.9% | $80,019-30.6% | $135,375-59.0% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -7.27% | 15.39%-22.7pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,870 | $3,043+27.1% | $2,468+56.8% | $4,779-19.0% |
| Participant deferral / active EE | $4,385 | $4,282+2.4% | $3,686+19.0% | $5,609-21.8% |
| Admin fee / account holder | $25 | $10,436-99.8% | $6,521-99.6% | $10,827-99.8% |