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 | $26,905 | $39,162-31.3% | $100,671-73.3% | $59,632-54.9% |
| Participation rate | 90.0% | 55.9%+34.1pp | 70.7%+19.3pp | 68.7%+21.3pp |
| Annual return | -2.26% | 21.07%-23.3pp | 20.43%-22.7pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,160 | $1,151+0.8% | $4,012-71.1% | $2,203-47.3% |
| Participant deferral / active EE | $2,178 | $1,992+9.3% | $3,144-30.7% | $3,192-31.8% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |