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 | $173,652 | $72,177+140.6% | $115,037+51.0% | $59,632+191.2% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | -0.14% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,139 | $2,841-59.9% | $4,608-75.3% | $2,203-48.3% |
| Participant deferral / active EE | $5,238 | $4,783+9.5% | $6,026-13.1% | $3,192+64.1% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |