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 | $77,935 | $211,958-63.2% | $169,463-54.0% | $135,375-42.4% |
| Participation rate | 82.6% | 82.6%0pp | 77.8%+4.8pp | 82.6%0pp |
| Annual return | -7.31% | 3.26%-10.6pp | 1.83%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,918 | $5,120-43.0% | $4,159-29.8% | $4,779-38.9% |
| Participant deferral / active EE | $7,358 | $6,075+21.1% | $5,277+39.5% | $5,609+31.2% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |