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 | $121,862 | $67,411+80.8% | $91,001+33.9% | $70,131+73.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.93% | -40.16%+53.1pp | 4.60%+8.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $573 | $1,786-67.9% | $2,456-76.7% | $2,342-75.5% |
| Participant deferral / active EE | $3,009 | $2,823+6.6% | $3,547-15.2% | $3,332-9.7% |
| Admin fee / account holder | $58 | $4,236-98.6% | $5,417-98.9% | $4,645-98.7% |