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 8-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 | $168,146 | $92,222+82.3% | $76,768+119.0% | $135,375+24.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -3.22% | 5.46%-8.7pp | 2.43%-5.6pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,154 | $3,216-33.0% | $2,485-13.3% | $4,779-54.9% |
| Participant deferral / active EE | $9,775 | $4,509+116.8% | $3,852+153.8% | $5,609+74.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |