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 | $87,040 | $85,790+1.5% | $67,313+29.3% | $135,375-35.7% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -5.63% | -0.54%-5.1pp | -4.08%-1.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,972 | $3,487-14.8% | $2,566+15.8% | $4,779-37.8% |
| Participant deferral / active EE | $5,723 | $4,651+23.0% | $3,568+60.4% | $5,609+2.0% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |