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 | $88,541 | $57,354+54.4% | $83,848+5.6% | $64,186+37.9% |
| Participation rate | 70.6% | 68.6%+2.0pp | 76.1%-5.6pp | 69.6%+1.0pp |
| Annual return | -7.10% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,702 | $2,545+6.2% | $3,631-25.6% | $2,381+13.5% |
| Participant deferral / active EE | $5,771 | $2,993+92.8% | $4,082+41.4% | $3,470+66.3% |
| Admin fee / account holder | $16 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |