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 | $139,271 | $167,307-16.8% | $143,757-3.1% | $134,475+3.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.78% | 0.46%-17.2pp | -0.04%-16.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $17,362 | $5,619+209.0% | $4,951+250.7% | $4,740+266.3% |
| Participant deferral / active EE | $9,055 | $6,446+40.5% | $5,637+60.6% | $6,400+41.5% |
| Admin fee / account holder | $278 | $18,088-98.5% | $14,673-98.1% | $11,426-97.6% |