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 | $127,437 | $105,860+20.4% | $90,749+40.4% | $134,475-5.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -16.98% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,361 | $3,462-60.7% | $2,921-53.4% | $4,740-71.3% |
| Participant deferral / active EE | $4,682 | $5,216-10.2% | $4,564+2.6% | $6,400-26.8% |
| Admin fee / account holder | $244 | $13,938-98.2% | $8,445-97.1% | $11,426-97.9% |