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 | $106,510 | $167,307-36.3% | $143,757-25.9% | $134,475-20.8% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -18.16% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,260 | $5,619-42.0% | $4,951-34.1% | $4,740-31.2% |
| Participant deferral / active EE | $8,014 | $6,446+24.3% | $5,637+42.2% | $6,400+25.2% |
| Admin fee / account holder | $192 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |