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 | $120,963 | $53,162+127.5% | $91,220+32.6% | $68,494+76.6% |
| Participation rate | 79.6% | 63.2%+16.4pp | 73.2%+6.4pp | 67.9%+11.7pp |
| Annual return | -19.15% | -3.14%-16.0pp | 114.01%-133.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $4,807 | $1,709+181.2% | $2,850+68.7% | $2,596+85.1% |
| Participant deferral / active EE | $7,373 | $2,974+147.9% | $4,234+74.1% | $4,027+83.1% |
| Admin fee / account holder | $279 | $4,493-93.8% | $5,420-94.9% | $5,403-94.8% |