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 | $49,794 | $92,222-46.0% | $76,768-35.1% | $135,375-63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.53% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $6,368 | $3,216+98.0% | $2,485+156.3% | $4,779+33.3% |
| Participant deferral / active EE | $4,324 | $4,509-4.1% | $3,852+12.3% | $5,609-22.9% |
| Admin fee / account holder | $182 | $10,748-98.3% | $6,675-97.3% | $10,827-98.3% |