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 | $68,243 | $211,958-67.8% | $169,463-59.7% | $135,375-49.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.90% | 3.26%-5.2pp | 1.83%-3.7pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,587 | $5,120-49.5% | $4,159-37.8% | $4,779-45.9% |
| Participant deferral / active EE | $5,949 | $6,075-2.1% | $5,277+12.7% | $5,609+6.1% |
| Admin fee / account holder | $55 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |