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 | $41,565 | $100,754-58.7% | $86,677-52.0% | $134,475-69.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.14% | 29.04%-47.2pp | 35.91%-54.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,915 | $3,489-16.5% | $2,836+2.8% | $4,740-38.5% |
| Participant deferral / active EE | $8,123 | $5,338+52.2% | $4,656+74.5% | $6,400+26.9% |
| Admin fee / account holder | $120 | $10,926-98.9% | $7,493-98.4% | $11,426-98.9% |