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 | $62,220 | $127,386-51.2% | $115,037-45.9% | $125,391-50.4% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.90% | 31.28%-33.2pp | 26.14%-28.0pp | 282.22%-284.1pp |
| Employer contribution / active EE | $13,750 | $5,166+166.2% | $4,608+198.4% | $4,866+182.6% |
| Participant deferral / active EE | $5,064 | $6,423-21.2% | $6,026-16.0% | $5,352-5.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |