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 | $167,503 | $167,307+0.1% | $143,757+16.5% | $134,475+24.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.92% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,335 | $5,619-58.4% | $4,951-52.8% | $4,740-50.7% |
| Participant deferral / active EE | $3,388 | $6,446-47.4% | $5,637-39.9% | $6,400-47.1% |
| Admin fee / account holder | $27 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |