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 6-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 | $175,759 | $95,862+83.3% | $79,550+120.9% | $134,475+30.7% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -17.04% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,286 | $3,128-58.9% | $2,413-46.7% | $4,740-72.9% |
| Participant deferral / active EE | $7,421 | $4,693+58.1% | $3,985+86.2% | $6,400+16.0% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |