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 | $72,202 | $131,829-45.2% | $108,579-33.5% | $273,961-73.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 6.57% | -91.57%+98.1pp | -51.70%+58.3pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,075 | $4,912-57.8% | $3,758-44.8% | $4,869-57.4% |
| Participant deferral / active EE | $8,786 | $5,127+71.4% | $4,311+103.8% | $5,287+66.2% |
| Admin fee / account holder | $205 | $10,252-98.0% | $7,645-97.3% | $10,132-98.0% |