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 | $51,547 | $78,694-34.5% | $67,652-23.8% | $125,391-58.9% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -0.32% | 9.46%-9.8pp | 6625.04%-6625.4pp | 282.22%-282.5pp |
| Employer contribution / active EE | $2,065 | $3,044-32.2% | $2,266-8.9% | $4,866-57.6% |
| Participant deferral / active EE | $3,977 | $4,292-7.3% | $3,560+11.7% | $5,352-25.7% |
| Admin fee / account holder | $9 | $7,403-99.9% | $4,821-99.8% | $9,540-99.9% |