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 | $42,529 | $97,881-56.6% | $80,004-46.8% | $125,391-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.38% | 9.36%-9.7pp | 7.63%-8.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $4,505 | $3,128+44.0% | $2,473+82.2% | $4,866-7.4% |
| Participant deferral / active EE | $9,000 | $3,744+140.4% | $3,204+180.9% | $5,352+68.2% |
| Admin fee / account holder | $141 | $6,278-97.8% | $5,033-97.2% | $9,540-98.5% |