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 | $56,093 | $72,404-22.5% | $110,238-49.1% | $64,186-12.6% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.6%+7.6pp |
| Annual return | 0.94% | -6.29%+7.2pp | 314.74%-313.8pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,653 | $2,282-27.6% | $3,826-56.8% | $2,381-30.6% |
| Participant deferral / active EE | $2,740 | $3,469-21.0% | $4,672-41.4% | $3,470-21.0% |
| Admin fee / account holder | $284 | $5,664-95.0% | $8,547-96.7% | $4,888-94.2% |