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 | $55,906 | $56,199-0.5% | $67,652-17.4% | $59,632-6.2% |
| Participation rate | 85.2% | 71.5%+13.8pp | 75.7%+9.6pp | 68.7%+16.6pp |
| Annual return | -0.95% | 18505.31%-18506.3pp | 6625.04%-6626.0pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,291 | $1,614-20.0% | $2,266-43.0% | $2,203-41.4% |
| Participant deferral / active EE | $3,612 | $2,844+27.0% | $3,560+1.5% | $3,192+13.2% |
| Admin fee / account holder | $57 | $3,958-98.6% | $4,821-98.8% | $4,297-98.7% |