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 | $126,894 | $167,307-24.2% | $143,757-11.7% | $134,475-5.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.01% | 0.46%-13.5pp | -0.04%-13.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,621 | $5,619-71.2% | $4,951-67.3% | $4,740-65.8% |
| Participant deferral / active EE | $9,403 | $6,446+45.9% | $5,637+66.8% | $6,400+46.9% |
| Admin fee / account holder | $65 | $18,088-99.6% | $14,673-99.6% | $11,426-99.4% |