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 | $69,418 | $97,044-28.5% | $83,333-16.7% | $135,375-48.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -4.40% | 12.31%-16.7pp | 10.63%-15.0pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,866 | $4,143-30.8% | $3,379-15.2% | $4,779-40.0% |
| Participant deferral / active EE | $6,076 | $5,964+1.9% | $5,565+9.2% | $5,609+8.3% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |