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 | $38,222 | $72,404-47.2% | $110,238-65.3% | $64,186-40.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.95% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,030 | $2,282+32.8% | $3,826-20.8% | $2,381+27.3% |
| Participant deferral / active EE | $3,810 | $3,469+9.8% | $4,672-18.4% | $3,470+9.8% |
| Admin fee / account holder | $60 | $5,664-98.9% | $8,547-99.3% | $4,888-98.8% |