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 | $77,807 | $142,344-45.3% | $119,609-34.9% | $134,475-42.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -13.59% | -12.44%-1.2pp | -14.97%+1.4pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,596 | $5,222-69.4% | $4,232-62.3% | $4,740-66.3% |
| Participant deferral / active EE | $4,843 | $6,469-25.1% | $5,602-13.6% | $6,400-24.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |