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 | $65,172 | $87,540-25.6% | $75,781-14.0% | $125,391-48.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.14% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $2,333 | $3,930-40.6% | $3,323-29.8% | $4,866-52.1% |
| Participant deferral / active EE | $5,271 | $4,229+24.6% | $3,651+44.4% | $5,352-1.5% |
| Admin fee / account holder | $77 | $6,502-98.8% | $5,299-98.5% | $9,540-99.2% |