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 | $55,917 | $131,829-57.6% | $108,579-48.5% | $273,961-79.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.51% | -91.57%+94.1pp | -51.70%+54.2pp | 41.45%-38.9pp |
| Employer contribution / active EE | $2,175 | $4,912-55.7% | $3,758-42.1% | $4,869-55.3% |
| Participant deferral / active EE | $13,325 | $5,127+159.9% | $4,311+209.1% | $5,287+152.0% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |