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 | $74,197 | $72,404+2.5% | $110,238-32.7% | $64,186+15.6% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | -5.31% | -6.29%+1.0pp | 314.74%-320.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,280 | $2,282+43.8% | $3,826-14.3% | $2,381+37.8% |
| Participant deferral / active EE | $6,688 | $3,469+92.8% | $4,672+43.1% | $3,470+92.8% |
| Admin fee / account holder | $3 | $5,664-99.9% | $8,547-100.0% | $4,888-99.9% |