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 | $46,479 | $49,177-5.5% | $79,464-41.5% | $64,186-27.6% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -5.44% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,101 | $2,076+49.3% | $2,800+10.7% | $2,381+30.2% |
| Participant deferral / active EE | $3,791 | $2,821+34.4% | $3,704+2.4% | $3,470+9.3% |
| Admin fee / account holder | $55 | $3,839-98.6% | $5,113-98.9% | $4,888-98.9% |