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 | $65,880 | $131,829-50.0% | $108,579-39.3% | $273,961-76.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.23% | -91.57%+96.8pp | -51.70%+56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $12,373 | $4,912+151.9% | $3,758+229.2% | $4,869+154.1% |
| Participant deferral / active EE | $7,975 | $5,127+55.5% | $4,311+85.0% | $5,287+50.8% |
| Admin fee / account holder | $49 | $10,252-99.5% | $7,645-99.4% | $10,132-99.5% |