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 | $108,922 | $167,484-35.0% | $151,611-28.2% | $134,475-19.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -8.71% | 7.80%-16.5pp | 3.33%-12.0pp | 417.96%-426.7pp |
| Employer contribution / active EE | $6,094 | $6,829-10.8% | $6,166-1.2% | $4,740+28.6% |
| Participant deferral / active EE | $7,575 | $8,986-15.7% | $8,363-9.4% | $6,400+18.4% |
| Admin fee / account holder | $110 | $13,783-99.2% | $11,616-99.1% | $11,426-99.0% |