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 | $194,548 | $142,344+36.7% | $119,609+62.7% | $134,475+44.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -12.69% | -12.44%-0.2pp | -14.97%+2.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,749 | $5,222-66.5% | $4,232-58.7% | $4,740-63.1% |
| Participant deferral / active EE | $6,975 | $6,469+7.8% | $5,602+24.5% | $6,400+9.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |