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 | $71,591 | $72,404-1.1% | $110,238-35.1% | $64,186+11.5% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -2.12% | -6.29%+4.2pp | 314.74%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,962 | $2,282-14.0% | $3,826-48.7% | $2,381-17.6% |
| Participant deferral / active EE | $5,064 | $3,469+46.0% | $4,672+8.4% | $3,470+45.9% |
| Admin fee / account holder | $36 | $5,664-99.4% | $8,547-99.6% | $4,888-99.3% |