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 | $56,536 | $131,829-57.1% | $108,579-47.9% | $273,961-79.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.79% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,874 | $4,912-61.9% | $3,758-50.1% | $4,869-61.5% |
| Participant deferral / active EE | $5,735 | $5,127+11.8% | $4,311+33.0% | $5,287+8.5% |
| Admin fee / account holder | $59 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |