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 | $99,250 | $77,813+27.5% | $123,544-19.7% | $64,186+54.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.32% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,485 | $3,014-17.5% | $4,628-46.3% | $2,381+4.4% |
| Participant deferral / active EE | $5,924 | $5,240+13.0% | $6,426-7.8% | $3,470+70.7% |
| Admin fee / account holder | $117 | $5,519-97.9% | $9,284-98.7% | $4,888-97.6% |