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 | $146,496 | $131,829+11.1% | $108,579+34.9% | $273,961-46.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.73% | -91.57%+96.3pp | -51.70%+56.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,274 | $4,912-53.7% | $3,758-39.5% | $4,869-53.3% |
| Participant deferral / active EE | $5,840 | $5,127+13.9% | $4,311+35.5% | $5,287+10.5% |
| Admin fee / account holder | $292 | $10,252-97.2% | $7,645-96.2% | $10,132-97.1% |