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 | $19,662 | $87,540-77.5% | $75,781-74.1% | $125,391-84.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.23% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $4,607 | $3,930+17.2% | $3,323+38.6% | $4,866-5.3% |
| Participant deferral / active EE | $8,378 | $4,229+98.1% | $3,651+129.4% | $5,352+56.6% |
| Admin fee / account holder | $270 | $6,502-95.9% | $5,299-94.9% | $9,540-97.2% |