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 | $108,855 | $82,032+32.7% | $123,104-11.6% | $59,632+82.5% |
| Participation rate | 85.4% | 83.2%+2.2pp | 86.8%-1.4pp | 68.7%+16.7pp |
| Annual return | -1.83% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $5,168 | $3,297+56.8% | $5,151+0.3% | $2,203+134.6% |
| Participant deferral / active EE | $5,187 | $4,667+11.1% | $6,230-16.7% | $3,192+62.5% |
| Admin fee / account holder | $174 | $5,881-97.0% | $9,015-98.1% | $4,297-96.0% |