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 | $172,782 | $82,664+109.0% | $125,339+37.9% | $68,494+152.3% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -16.73% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,632 | $3,381+7.4% | $4,814-24.5% | $2,596+39.9% |
| Participant deferral / active EE | $5,112 | $6,110-16.3% | $7,446-31.4% | $4,027+26.9% |
| Admin fee / account holder | $222 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |