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 8-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 | $161,408 | $197,825-18.4% | $155,790+3.6% | $125,391+28.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -0.78% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,185 | $4,847-54.9% | $3,836-43.0% | $4,866-55.1% |
| Participant deferral / active EE | $5,802 | $5,630+3.1% | $4,797+21.0% | $5,352+8.4% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |