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 | $132,191 | $167,307-21.0% | $143,757-8.0% | $134,475-1.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -16.69% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,118 | $5,619+8.9% | $4,951+23.6% | $4,740+29.1% |
| Participant deferral / active EE | $7,638 | $6,446+18.5% | $5,637+35.5% | $6,400+19.3% |
| Admin fee / account holder | -$108 | $18,088-100.6% | $14,673-100.7% | $11,426-100.9% |