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 | $32,827 | $92,222-64.4% | $76,768-57.2% | $135,375-75.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.64% | 5.46%-7.1pp | 2.43%-4.1pp | 519.73%-521.4pp |
| Employer contribution / active EE | $2,088 | $3,216-35.1% | $2,485-16.0% | $4,779-56.3% |
| Participant deferral / active EE | $5,270 | $4,509+16.9% | $3,852+36.8% | $5,609-6.0% |
| Admin fee / account holder | $203 | $10,748-98.1% | $6,675-97.0% | $10,827-98.1% |