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 | $33,822 | $167,484-79.8% | $151,611-77.7% | $134,475-74.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -5.81% | 7.80%-13.6pp | 3.33%-9.1pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,365 | $6,829-65.4% | $6,166-61.6% | $4,740-50.1% |
| Participant deferral / active EE | $4,938 | $8,986-45.0% | $8,363-41.0% | $6,400-22.8% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |