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 | $22,964 | $45,152-49.1% | $73,843-68.9% | $59,632-61.5% |
| Participation rate | 88.5% | 64.0%+24.4pp | 73.4%+15.0pp | 68.7%+19.8pp |
| Annual return | -0.30% | 27.40%-27.7pp | 2267.84%-2268.1pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,855 | $1,902-2.5% | $2,787-33.5% | $2,203-15.8% |
| Participant deferral / active EE | $3,898 | $2,574+51.4% | $3,583+8.8% | $3,192+22.1% |
| Admin fee / account holder | $121 | $3,516-96.6% | $4,880-97.5% | $4,297-97.2% |