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 | $93,424 | $131,829-29.1% | $108,579-14.0% | $273,961-65.9% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 9.02% | -91.57%+100.6pp | -51.70%+60.7pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,783 | $4,912-63.7% | $3,758-52.6% | $4,869-63.4% |
| Participant deferral / active EE | $3,510 | $5,127-31.6% | $4,311-18.6% | $5,287-33.6% |
| Admin fee / account holder | $14 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |