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 | $72,146 | $78,694-8.3% | $67,652+6.6% | $125,391-42.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.45% | 9.46%-10.9pp | 6625.04%-6626.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,986 | $3,044-1.9% | $2,266+31.8% | $4,866-38.6% |
| Participant deferral / active EE | $6,591 | $4,292+53.5% | $3,560+85.1% | $5,352+23.2% |
| Admin fee / account holder | $193 | $7,403-97.4% | $4,821-96.0% | $9,540-98.0% |