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 | $52,802 | $142,344-62.9% | $119,609-55.9% | $134,475-60.7% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | 3.23% | -12.44%+15.7pp | -14.97%+18.2pp | 417.96%-414.7pp |
| Employer contribution / active EE | $4,136 | $5,222-20.8% | $4,232-2.3% | $4,740-12.7% |
| Participant deferral / active EE | $7,215 | $6,469+11.5% | $5,602+28.8% | $6,400+12.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |