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 | $22,081 | $69,518-68.2% | $59,878-63.1% | $135,375-83.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.89% | 7.94%-13.8pp | 3.46%-9.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,348 | $3,235+34.4% | $2,722+59.8% | $4,779-9.0% |
| Participant deferral / active EE | $3,407 | $4,206-19.0% | $3,402+0.2% | $5,609-39.3% |
| Admin fee / account holder | $162 | $5,734-97.2% | $3,590-95.5% | $10,827-98.5% |