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 | $102,233 | $113,935-10.3% | $94,224+8.5% | $125,391-18.5% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -1.66% | 5.29%-6.9pp | 10.68%-12.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,440 | $5,179-52.9% | $4,320-43.5% | $5,352-54.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |