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 | $57,726 | $113,935-49.3% | $94,224-38.7% | $125,391-54.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.03% | 5.29%-5.3pp | 10.68%-10.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,818 | $4,727+44.2% | $3,587+90.1% | $4,866+40.1% |
| Participant deferral / active EE | $5,090 | $5,179-1.7% | $4,320+17.8% | $5,352-4.9% |
| Admin fee / account holder | $103 | $8,391-98.8% | $6,269-98.4% | $9,540-98.9% |