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 | $108,699 | $54,726+98.6% | $68,793+58.0% | $64,186+69.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.42% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,969 | $1,846+115.0% | $2,625+51.2% | $2,381+66.7% |
| Participant deferral / active EE | $5,827 | $2,626+121.9% | $3,311+76.0% | $3,470+68.0% |
| Admin fee / account holder | $21 | $4,027-99.5% | $5,131-99.6% | $4,888-99.6% |