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 | $156,448 | $131,829+18.7% | $108,579+44.1% | $273,961-42.9% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.6%+7.1pp | 83.0%+3.7pp |
| Annual return | 7.26% | -91.57%+98.8pp | -51.70%+59.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,822 | $4,912-42.5% | $3,758-24.9% | $4,869-42.0% |
| Participant deferral / active EE | $6,224 | $5,127+21.4% | $4,311+44.4% | $5,287+17.7% |
| Admin fee / account holder | $283 | $10,252-97.2% | $7,645-96.3% | $10,132-97.2% |