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 7-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 | $30,600 | $142,344-78.5% | $119,609-74.4% | $134,475-77.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 2.04% | -12.44%+14.5pp | -14.97%+17.0pp | 417.96%-415.9pp |
| Employer contribution / active EE | $3,918 | $5,222-25.0% | $4,232-7.4% | $4,740-17.3% |
| Participant deferral / active EE | $2,196 | $6,469-66.1% | $5,602-60.8% | $6,400-65.7% |
| Admin fee / account holder | $1 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |