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 | $92,928 | $97,044-4.2% | $83,333+11.5% | $135,375-31.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.03% | 12.31%-17.3pp | 10.63%-15.7pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,328 | $4,143-19.7% | $3,379-1.5% | $4,779-30.4% |
| Participant deferral / active EE | $4,873 | $5,964-18.3% | $5,565-12.4% | $5,609-13.1% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |