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 | $52,997 | $93,024-43.0% | $77,024-31.2% | $134,475-60.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.00% | 62.60%-74.6pp | 42.32%-54.3pp | 417.96%-430.0pp |
| Employer contribution / active EE | $1,979 | $3,418-42.1% | $2,812-29.6% | $4,740-58.2% |
| Participant deferral / active EE | $1,979 | $5,238-62.2% | $4,426-55.3% | $6,400-69.1% |
| Admin fee / account holder | $213 | $6,944-96.9% | $5,425-96.1% | $11,426-98.1% |