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 | $30,609 | $131,829-76.8% | $108,579-71.8% | $273,961-88.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.46% | -91.57%+98.0pp | -51.70%+58.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $7,693 | $4,912+56.6% | $3,758+104.7% | $4,869+58.0% |
| Participant deferral / active EE | $3,959 | $5,127-22.8% | $4,311-8.2% | $5,287-25.1% |
| Admin fee / account holder | $236 | $10,252-97.7% | $7,645-96.9% | $10,132-97.7% |