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 | $24,592 | $70,002-64.9% | $115,037-78.6% | $52,331-53.0% |
| Participation rate | 83.5% | 72.1%+11.4pp | 81.4%+2.2pp | 68.1%+15.4pp |
| Annual return | -1.13% | 4.04%-5.2pp | 26.14%-27.3pp | 4.54%-5.7pp |
| Employer contribution / active EE | $5,970 | $2,715+119.9% | $4,608+29.6% | $1,882+217.3% |
| Participant deferral / active EE | $8,496 | $4,920+72.7% | $6,026+41.0% | $3,022+181.1% |
| Admin fee / account holder | $275 | $566-51.5% | $8,175-96.6% | $592-53.6% |