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 | $62,621 | $87,540-28.5% | $75,781-17.4% | $125,391-50.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.44% | 13.48%-13.9pp | 9.68%-10.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,854 | $3,930-52.8% | $3,323-44.2% | $4,866-61.9% |
| Participant deferral / active EE | $3,810 | $4,229-9.9% | $3,651+4.3% | $5,352-28.8% |
| Admin fee / account holder | $48 | $6,502-99.3% | $5,299-99.1% | $9,540-99.5% |