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 | $57,916 | $92,222-37.2% | $76,768-24.6% | $135,375-57.2% |
| Participation rate | 85.0% | 79.8%+5.2pp | 77.0%+8.0pp | 82.6%+2.4pp |
| Annual return | -5.34% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,604 | $4,509+46.5% | $3,852+71.5% | $5,609+17.7% |
| Admin fee / account holder | $1 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |