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 | $77,419 | $131,829-41.3% | $108,579-28.7% | $273,961-71.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.76% | -91.57%+100.3pp | -51.70%+60.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $4,180 | $4,912-14.9% | $3,758+11.2% | $4,869-14.1% |
| Participant deferral / active EE | $6,259 | $5,127+22.1% | $4,311+45.2% | $5,287+18.4% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |