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 | $48,181 | $71,883-33.0% | $86,677-44.4% | $68,494-29.7% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -16.18% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,642 | $2,173-24.4% | $2,836-42.1% | $2,596-36.8% |
| Participant deferral / active EE | $2,192 | $3,779-42.0% | $4,656-52.9% | $4,027-45.6% |
| Admin fee / account holder | $166 | $6,112-97.3% | $7,493-97.8% | $5,403-96.9% |