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 | $78,175 | $92,222-15.2% | $76,768+1.8% | $135,375-42.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -7.50% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $7,000 | $3,216+117.7% | $2,485+181.7% | $4,779+46.5% |
| Participant deferral / active EE | $3,630 | $4,509-19.5% | $3,852-5.8% | $5,609-35.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |