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 | $42,089 | $72,404-41.9% | $110,238-61.8% | $64,186-34.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.77% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,504 | $2,282+97.4% | $3,826+17.7% | $2,381+89.2% |
| Participant deferral / active EE | $4,247 | $3,469+22.4% | $4,672-9.1% | $3,470+22.4% |
| Admin fee / account holder | $92 | $5,664-98.4% | $8,547-98.9% | $4,888-98.1% |