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 | $123,835 | $127,386-2.8% | $115,037+7.6% | $125,391-1.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.77% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $4,523 | $5,166-12.5% | $4,608-1.8% | $4,866-7.1% |
| Participant deferral / active EE | $9,284 | $6,423+44.5% | $6,026+54.1% | $5,352+73.5% |
| Admin fee / account holder | $28 | $9,516-99.7% | $8,175-99.7% | $9,540-99.7% |