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 | $48,579 | $72,404-32.9% | $110,238-55.9% | $64,186-24.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -3.38% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,214 | $2,282-2.9% | $3,826-42.1% | $2,381-7.0% |
| Participant deferral / active EE | $3,846 | $3,469+10.9% | $4,672-17.7% | $3,470+10.9% |
| Admin fee / account holder | $195 | $5,664-96.6% | $8,547-97.7% | $4,888-96.0% |