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 | $39,006 | $52,681-26.0% | $75,781-48.5% | $59,632-34.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -0.18% | 2.95%-3.1pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,757 | $2,193-19.9% | $3,323-47.1% | $2,203-20.2% |
| Participant deferral / active EE | $1,994 | $2,591-23.1% | $3,651-45.4% | $3,192-37.5% |
| Admin fee / account holder | $59 | $3,610-98.4% | $5,299-98.9% | $4,297-98.6% |