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 | $52,847 | $82,630-36.0% | $64,105-17.6% | $125,391-57.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.41% | 1489.72%-1489.3pp | 791.24%-790.8pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,376 | $2,671-48.5% | $1,820-24.4% | $4,866-71.7% |
| Participant deferral / active EE | $3,079 | $3,608-14.7% | $2,822+9.1% | $5,352-42.5% |
| Admin fee / account holder | $219 | $6,382-96.6% | $4,499-95.1% | $9,540-97.7% |