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 | $106,461 | $211,958-49.8% | $169,463-37.2% | $135,375-21.4% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -2.40% | 3.26%-5.7pp | 1.83%-4.2pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,604 | $5,120-49.1% | $4,159-37.4% | $4,779-45.5% |
| Participant deferral / active EE | $5,754 | $6,075-5.3% | $5,277+9.0% | $5,609+2.6% |
| Admin fee / account holder | $218 | $11,471-98.1% | $9,109-97.6% | $10,827-98.0% |