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 | $126,688 | $105,860+19.7% | $90,749+39.6% | $134,475-5.8% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -17.04% | -11.01%-6.0pp | -12.16%-4.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,410 | $3,462-30.4% | $2,921-17.5% | $4,740-49.2% |
| Participant deferral / active EE | $8,057 | $5,216+54.5% | $4,564+76.5% | $6,400+25.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |