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 | $57,927 | $131,829-56.1% | $108,579-46.6% | $273,961-78.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.10% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,399 | $4,912-71.5% | $3,758-62.8% | $4,869-71.3% |
| Participant deferral / active EE | $2,798 | $5,127-45.4% | $4,311-35.1% | $5,287-47.1% |
| Admin fee / account holder | $16 | $10,252-99.8% | $7,645-99.8% | $10,132-99.8% |