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 | $76,045 | $113,935-33.3% | $94,224-19.3% | $125,391-39.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.87% | 5.29%-6.2pp | 10.68%-11.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,296 | $4,727-72.6% | $3,587-63.9% | $4,866-73.4% |
| Participant deferral / active EE | $3,225 | $5,179-37.7% | $4,320-25.3% | $5,352-39.7% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |