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 | $64,829 | $76,000-14.7% | $154,107-57.9% | $64,186+1.0% |
| Participation rate | 89.6% | 70.4%+19.2pp | 83.0%+6.5pp | 69.6%+20.0pp |
| Annual return | -4.68% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,601 | $3,351-22.4% | $5,298-50.9% | $2,381+9.2% |
| Participant deferral / active EE | $6,606 | $3,175+108.1% | $5,081+30.0% | $3,470+90.4% |
| Admin fee / account holder | $254 | $5,596-95.5% | $13,411-98.1% | $4,888-94.8% |