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 | $52,699 | $131,829-60.0% | $108,579-51.5% | $273,961-80.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 5.56% | -91.57%+97.1pp | -51.70%+57.3pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,607 | $4,912-67.3% | $3,758-57.2% | $4,869-67.0% |
| Participant deferral / active EE | $3,764 | $5,127-26.6% | $4,311-12.7% | $5,287-28.8% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |