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 | $97,720 | $113,935-14.2% | $94,224+3.7% | $125,391-22.1% |
| Participation rate | 70.0% | 82.9%-12.9pp | 78.8%-8.8pp | 83.2%-13.2pp |
| Annual return | -0.15% | 5.29%-5.4pp | 10.68%-10.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,732 | $4,727-63.4% | $3,587-51.7% | $4,866-64.4% |
| Participant deferral / active EE | $6,133 | $5,179+18.4% | $4,320+42.0% | $5,352+14.6% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |