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 | $142,305 | $92,222+54.3% | $76,768+85.4% | $135,375+5.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.11% | 5.46%-10.6pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,662 | $3,216-48.3% | $2,485-33.1% | $4,779-65.2% |
| Participant deferral / active EE | $3,324 | $4,509-26.3% | $3,852-13.7% | $5,609-40.7% |
| Admin fee / account holder | $121 | $10,748-98.9% | $6,675-98.2% | $10,827-98.9% |