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 | $84,336 | $107,791-21.8% | $90,645-7.0% | $135,375-37.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.76% | -0.90%-4.9pp | 1.88%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,743 | $3,018-42.2% | $2,532-31.1% | $4,779-63.5% |
| Participant deferral / active EE | $1,906 | $3,872-50.8% | $3,425-44.3% | $5,609-66.0% |
| Admin fee / account holder | $275 | $5,930-95.4% | $4,994-94.5% | $10,827-97.5% |