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 | $77,695 | $211,958-63.3% | $169,463-54.2% | $135,375-42.6% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -5.57% | 3.26%-8.8pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,383 | $5,120-73.0% | $4,159-66.7% | $4,779-71.1% |
| Participant deferral / active EE | $1,692 | $6,075-72.1% | $5,277-67.9% | $5,609-69.8% |
| Admin fee / account holder | $21 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |