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 | $32,815 | $57,354-42.8% | $83,848-60.9% | $64,186-48.9% |
| Participation rate | 81.1% | 68.6%+12.5pp | 76.1%+5.0pp | 69.6%+11.6pp |
| Annual return | -6.90% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,379 | $2,545-6.5% | $3,631-34.5% | $2,381-0.1% |
| Participant deferral / active EE | $1,344 | $2,993-55.1% | $4,082-67.1% | $3,470-61.3% |
| Admin fee / account holder | $118 | $4,046-97.1% | $5,478-97.9% | $4,888-97.6% |