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 | $39,795 | $54,726-27.3% | $68,793-42.2% | $64,186-38.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -7.63% | -1.62%-6.0pp | -4.63%-3.0pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,699 | $1,846+46.2% | $2,625+2.8% | $2,381+13.4% |
| Participant deferral / active EE | $1,686 | $2,626-35.8% | $3,311-49.1% | $3,470-51.4% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |