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 | $48,358 | $72,404-33.2% | $110,238-56.1% | $64,186-24.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.19% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $6,888 | $2,282+201.9% | $3,826+80.0% | $2,381+189.3% |
| Participant deferral / active EE | $2,690 | $3,469-22.5% | $4,672-42.4% | $3,470-22.5% |
| Admin fee / account holder | $260 | $5,664-95.4% | $8,547-97.0% | $4,888-94.7% |