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 | $39,746 | $99,032-59.9% | $80,019-50.3% | $135,375-70.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.52% | 15.39%-22.9pp | 11.22%-18.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $833 | $3,043-72.6% | $2,468-66.3% | $4,779-82.6% |
| Participant deferral / active EE | $3,480 | $4,282-18.7% | $3,686-5.6% | $5,609-38.0% |
| Admin fee / account holder | $255 | $10,436-97.6% | $6,521-96.1% | $10,827-97.6% |