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 | $69,529 | $72,404-4.0% | $110,238-36.9% | $64,186+8.3% |
| Participation rate | 73.3% | 73.3%0pp | 79.8%-6.5pp | 69.6%+3.8pp |
| Annual return | -5.88% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,191 | $2,282-4.0% | $3,826-42.7% | $2,381-8.0% |
| Participant deferral / active EE | $4,132 | $3,469+19.1% | $4,672-11.6% | $3,470+19.1% |
| Admin fee / account holder | $287 | $5,664-94.9% | $8,547-96.6% | $4,888-94.1% |