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 | $63,840 | $92,222-30.8% | $76,768-16.8% | $135,375-52.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.09% | 5.46%-12.6pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,846 | $3,216-11.5% | $2,485+14.5% | $4,779-40.5% |
| Participant deferral / active EE | $4,504 | $4,509-0.1% | $3,852+16.9% | $5,609-19.7% |
| Admin fee / account holder | $246 | $10,748-97.7% | $6,675-96.3% | $10,827-97.7% |