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 | $111,168 | $131,829-15.7% | $108,579+2.4% | $273,961-59.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.12% | -91.57%+100.7pp | -51.70%+60.8pp | 41.45%-32.3pp |
| Employer contribution / active EE | $1,252 | $4,912-74.5% | $3,758-66.7% | $4,869-74.3% |
| Participant deferral / active EE | $10,347 | $5,127+101.8% | $4,311+140.0% | $5,287+95.7% |
| Admin fee / account holder | $71 | $10,252-99.3% | $7,645-99.1% | $10,132-99.3% |