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 | $19,166 | $95,193-79.9% | $76,523-75.0% | $135,375-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.73% | 4.85%-14.6pp | -0.27%-9.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $5,771 | $3,302+74.7% | $2,647+118.0% | $4,779+20.8% |
| Participant deferral / active EE | $2,038 | $4,639-56.1% | $3,835-46.9% | $5,609-63.7% |
| Admin fee / account holder | $249 | $6,249-96.0% | $4,848-94.9% | $10,827-97.7% |