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 | $52,361 | $76,000-31.1% | $154,107-66.0% | $64,186-18.4% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -5.56% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,365 | $3,351+0.4% | $5,298-36.5% | $2,381+41.4% |
| Participant deferral / active EE | $6,220 | $3,175+95.9% | $5,081+22.4% | $3,470+79.3% |
| Admin fee / account holder | $14 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |