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 | $96,142 | $142,344-32.5% | $119,609-19.6% | $134,475-28.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -17.35% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,345 | $5,222-55.1% | $4,232-44.6% | $4,740-50.5% |
| Participant deferral / active EE | $6,983 | $6,469+7.9% | $5,602+24.6% | $6,400+9.1% |
| Admin fee / account holder | $15 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |