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 | $67,714 | $65,703+3.1% | $94,224-28.1% | $59,632+13.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.19% | 5.22%-7.4pp | 10.68%-12.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $4,993 | $2,021+147.1% | $3,587+39.2% | $2,203+126.7% |
| Participant deferral / active EE | $3,200 | $3,143+1.8% | $4,320-25.9% | $3,192+0.3% |
| Admin fee / account holder | $25 | $4,264-99.4% | $6,269-99.6% | $4,297-99.4% |