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 | $47,694 | $131,829-63.8% | $108,579-56.1% | $273,961-82.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.85% | -91.57%+97.4pp | -51.70%+57.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,196 | $4,912-75.7% | $3,758-68.2% | $4,869-75.4% |
| Participant deferral / active EE | $3,814 | $5,127-25.6% | $4,311-11.5% | $5,287-27.9% |
| Admin fee / account holder | $3 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |