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 | $47,949 | $87,540-45.2% | $75,781-36.7% | $125,391-61.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.43% | 13.48%-13.1pp | 9.68%-9.2pp | 282.22%-281.8pp |
| Employer contribution / active EE | $11,824 | $3,930+200.9% | $3,323+255.8% | $4,866+143.0% |
| Participant deferral / active EE | $7,444 | $4,229+76.0% | $3,651+103.9% | $5,352+39.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |