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 | $81,258 | $131,829-38.4% | $108,579-25.2% | $273,961-70.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.19% | -91.57%+95.8pp | -51.70%+55.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $17,958 | $4,912+265.6% | $3,758+377.8% | $4,869+268.8% |
| Participant deferral / active EE | $8,880 | $5,127+73.2% | $4,311+106.0% | $5,287+68.0% |
| Admin fee / account holder | $50 | $10,252-99.5% | $7,645-99.3% | $10,132-99.5% |