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 | $32,187 | $107,015-69.9% | $73,545-56.2% | $147,584-78.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 9.72% | 38.25%-28.5pp | -15.16%+24.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,062 | $1,760-39.7% | $1,219-12.9% | $4,876-78.2% |
| Participant deferral / active EE | $3,819 | $2,462+55.2% | $1,806+111.5% | $5,439-29.8% |
| Admin fee / account holder | $130 | $3,055-95.7% | $2,320-94.4% | $10,885-98.8% |