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 | $73,158 | $131,829-44.5% | $108,579-32.6% | $273,961-73.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.85% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,027 | $4,912-38.4% | $3,758-19.5% | $4,869-37.8% |
| Participant deferral / active EE | $8,820 | $5,127+72.0% | $4,311+104.6% | $5,287+66.8% |
| Admin fee / account holder | $29 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |