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 | $17,215 | $42,894-59.9% | $60,874-71.7% | $68,494-74.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -15.45% | -13.98%-1.5pp | 16.90%-32.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,047 | $1,978+3.5% | $2,701-24.2% | $2,596-21.2% |
| Participant deferral / active EE | $2,119 | $2,867-26.1% | $3,817-44.5% | $4,027-47.4% |
| Admin fee / account holder | $215 | $3,101-93.1% | $3,224-93.3% | $5,403-96.0% |