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 | $78,474 | $72,177+8.7% | $115,037-31.8% | $59,632+31.6% |
| Participation rate | 82.4% | 72.6%+9.8pp | 81.4%+1.0pp | 68.7%+13.7pp |
| Annual return | -0.26% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,840 | $2,841-35.3% | $4,608-60.1% | $2,203-16.5% |
| Participant deferral / active EE | $6,614 | $4,783+38.3% | $6,026+9.7% | $3,192+107.2% |
| Admin fee / account holder | $22 | $4,927-99.6% | $8,175-99.7% | $4,297-99.5% |