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 | $35,325 | $107,791-67.2% | $90,645-61.0% | $135,375-73.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.33% | -0.90%-2.4pp | 1.88%-5.2pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,116 | $3,018-29.9% | $2,532-16.4% | $4,779-55.7% |
| Participant deferral / active EE | $8,290 | $3,872+114.1% | $3,425+142.1% | $5,609+47.8% |
| Admin fee / account holder | $154 | $5,930-97.4% | $4,994-96.9% | $10,827-98.6% |