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 | $78,104 | $87,540-10.8% | $75,781+3.1% | $125,391-37.7% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | -0.89% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,000 | $3,930-74.6% | $3,323-69.9% | $4,866-79.4% |
| Participant deferral / active EE | $7,000 | $4,229+65.5% | $3,651+91.7% | $5,352+30.8% |
| Admin fee / account holder | -$74 | $6,502-101.1% | $5,299-101.4% | $9,540-100.8% |