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 | $92,984 | $54,726+69.9% | $68,793+35.2% | $64,186+44.9% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.12% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $6,249 | $1,846+238.5% | $2,625+138.1% | $2,381+162.5% |
| Participant deferral / active EE | $4,561 | $2,626+73.7% | $3,311+37.7% | $3,470+31.4% |
| Admin fee / account holder | $10 | $4,027-99.8% | $5,131-99.8% | $4,888-99.8% |