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 | $92,200 | $100,754-8.5% | $86,677+6.4% | $134,475-31.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -19.87% | 29.04%-48.9pp | 35.91%-55.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,571 | $3,489-26.3% | $2,836-9.4% | $4,740-45.8% |
| Participant deferral / active EE | $6,081 | $5,338+13.9% | $4,656+30.6% | $6,400-5.0% |
| Admin fee / account holder | $24 | $10,926-99.8% | $7,493-99.7% | $11,426-99.8% |