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 | $45,668 | $97,044-52.9% | $83,333-45.2% | $135,375-66.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.33% | 12.31%-17.6pp | 10.63%-16.0pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,876 | $4,143-30.6% | $3,379-14.9% | $4,779-39.8% |
| Participant deferral / active EE | $6,665 | $5,964+11.7% | $5,565+19.8% | $5,609+18.8% |
| Admin fee / account holder | $124 | $8,380-98.5% | $7,510-98.4% | $10,827-98.9% |