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 | $65,739 | $92,222-28.7% | $76,768-14.4% | $135,375-51.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.56% | 5.46%-7.0pp | 2.43%-4.0pp | 519.73%-521.3pp |
| Employer contribution / active EE | $1,504 | $3,216-53.2% | $2,485-39.5% | $4,779-68.5% |
| Participant deferral / active EE | $3,470 | $4,509-23.0% | $3,852-9.9% | $5,609-38.1% |
| Admin fee / account holder | $121 | $10,748-98.9% | $6,675-98.2% | $10,827-98.9% |