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 | $161,269 | $92,222+74.9% | $76,768+110.1% | $135,375+19.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.99% | 5.46%-11.5pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,428 | $3,216-55.6% | $2,485-42.5% | $4,779-70.1% |
| Participant deferral / active EE | $3,330 | $4,509-26.2% | $3,852-13.6% | $5,609-40.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |