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 | $125,756 | $142,344-11.7% | $119,609+5.1% | $134,475-6.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -18.15% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,623 | $5,222-68.9% | $4,232-61.7% | $4,740-65.8% |
| Participant deferral / active EE | $3,098 | $6,469-52.1% | $5,602-44.7% | $6,400-51.6% |
| Admin fee / account holder | $197 | $13,584-98.5% | $10,323-98.1% | $11,426-98.3% |