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 | $48,734 | $52,836-7.8% | $105,738-53.9% | $64,186-24.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -5.64% | 14.30%-19.9pp | 6.27%-11.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $5,344 | $1,827+192.5% | $3,268+63.5% | $2,381+124.5% |
| Participant deferral / active EE | $4,392 | $2,545+72.6% | $4,080+7.7% | $3,470+26.6% |
| Admin fee / account holder | $204 | $3,959-94.9% | $6,913-97.1% | $4,888-95.8% |