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 | $47,233 | $69,518-32.1% | $59,878-21.1% | $135,375-65.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.50% | 7.94%-11.4pp | 3.46%-7.0pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,843 | $3,235-43.0% | $2,722-32.3% | $4,779-61.4% |
| Participant deferral / active EE | $7,321 | $4,206+74.1% | $3,402+115.2% | $5,609+30.5% |
| Admin fee / account holder | $44 | $5,734-99.2% | $3,590-98.8% | $10,827-99.6% |