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 | $189,891 | $127,386+49.1% | $115,037+65.1% | $125,391+51.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -0.14% | 31.28%-31.4pp | 26.14%-26.3pp | 282.22%-282.4pp |
| Employer contribution / active EE | $14,102 | $5,166+173.0% | $4,608+206.0% | $4,866+189.8% |
| Participant deferral / active EE | $4,329 | $6,423-32.6% | $6,026-28.2% | $5,352-19.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |