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 | $52,752 | $92,222-42.8% | $76,768-31.3% | $135,375-61.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.32% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $695 | $3,216-78.4% | $2,485-72.0% | $4,779-85.5% |
| Participant deferral / active EE | $6,614 | $4,509+46.7% | $3,852+71.7% | $5,609+17.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |