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 | $69,016 | $57,354+20.3% | $83,848-17.7% | $64,186+7.5% |
| Participation rate | 96.4% | 68.6%+27.8pp | 76.1%+20.3pp | 69.6%+26.9pp |
| Annual return | -4.14% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,154 | $2,545+23.9% | $3,631-13.1% | $2,381+32.5% |
| Participant deferral / active EE | $4,751 | $2,993+58.7% | $4,082+16.4% | $3,470+36.9% |
| Admin fee / account holder | $208 | $4,046-94.9% | $5,478-96.2% | $4,888-95.8% |