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 | $131,798 | $142,344-7.4% | $119,609+10.2% | $134,475-2.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -18.34% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $8,118 | $5,222+55.5% | $4,232+91.8% | $4,740+71.3% |
| Participant deferral / active EE | $18,078 | $6,469+179.4% | $5,602+222.7% | $6,400+182.5% |
| Admin fee / account holder | $36 | $13,584-99.7% | $10,323-99.7% | $11,426-99.7% |