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 | $209,978 | $167,307+25.5% | $143,757+46.1% | $134,475+56.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -4.63% | 0.46%-5.1pp | -0.04%-4.6pp | 417.96%-422.6pp |
| Employer contribution / active EE | $2,075 | $5,619-63.1% | $4,951-58.1% | $4,740-56.2% |
| Participant deferral / active EE | $4,583 | $6,446-28.9% | $5,637-18.7% | $6,400-28.4% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |