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 | $57,761 | $69,518-16.9% | $59,878-3.5% | $135,375-57.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.24% | 7.94%-11.2pp | 3.46%-6.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $938 | $3,235-71.0% | $2,722-65.5% | $4,779-80.4% |
| Participant deferral / active EE | $3,754 | $4,206-10.7% | $3,402+10.3% | $5,609-33.1% |
| Admin fee / account holder | $87 | $5,734-98.5% | $3,590-97.6% | $10,827-99.2% |