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 | $76,182 | $72,404+5.2% | $110,238-30.9% | $64,186+18.7% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.6%+16.5pp |
| Annual return | -0.04% | -6.29%+6.3pp | 314.74%-314.8pp | 7.63%-7.7pp |
| Employer contribution / active EE | $3,106 | $2,282+36.1% | $3,826-18.8% | $2,381+30.5% |
| Participant deferral / active EE | $6,439 | $3,469+85.6% | $4,672+37.8% | $3,470+85.6% |
| Admin fee / account holder | $233 | $5,664-95.9% | $8,547-97.3% | $4,888-95.2% |