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 | $35,512 | $78,694-54.9% | $67,652-47.5% | $125,391-71.7% |
| Participation rate | 85.7% | 78.8%+6.9pp | 75.7%+10.1pp | 83.2%+2.5pp |
| Annual return | -0.85% | 9.46%-10.3pp | 6625.04%-6625.9pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,652 | $3,044-45.7% | $2,266-27.1% | $4,866-66.0% |
| Participant deferral / active EE | $4,569 | $4,292+6.4% | $3,560+28.3% | $5,352-14.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |