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 | $80,752 | $113,935-29.1% | $94,224-14.3% | $125,391-35.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.98% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,091 | $4,727-55.8% | $3,587-41.7% | $4,866-57.0% |
| Participant deferral / active EE | $3,889 | $5,179-24.9% | $4,320-10.0% | $5,352-27.3% |
| Admin fee / account holder | $11 | $8,391-99.9% | $6,269-99.8% | $9,540-99.9% |