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 | $93,741 | $131,829-28.9% | $108,579-13.7% | $273,961-65.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 6.85% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,436 | $4,912-50.4% | $3,758-35.2% | $4,869-50.0% |
| Participant deferral / active EE | $7,199 | $5,127+40.4% | $4,311+67.0% | $5,287+36.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |