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 | $25,533 | $81,900-68.8% | $119,609-78.7% | $68,494-62.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -12.85% | -23.82%+11.0pp | -14.97%+2.1pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,878 | $2,693-30.3% | $4,232-55.6% | $2,596-27.7% |
| Participant deferral / active EE | $3,048 | $4,148-26.5% | $5,602-45.6% | $4,027-24.3% |
| Admin fee / account holder | $251 | $6,582-96.2% | $10,323-97.6% | $5,403-95.3% |