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 | $37,625 | $87,540-57.0% | $75,781-50.4% | $125,391-70.0% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -0.70% | 13.48%-14.2pp | 9.68%-10.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,853 | $3,930-27.4% | $3,323-14.1% | $4,866-41.4% |
| Participant deferral / active EE | $4,348 | $4,229+2.8% | $3,651+19.1% | $5,352-18.8% |
| Admin fee / account holder | $157 | $6,502-97.6% | $5,299-97.0% | $9,540-98.4% |