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 | $131,671 | $59,805+120.2% | $79,550+65.5% | $68,494+92.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -11.74% | -12.30%+0.6pp | 0.16%-11.9pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,185 | $1,505+111.7% | $2,413+32.0% | $2,596+22.7% |
| Participant deferral / active EE | $5,105 | $3,024+68.8% | $3,985+28.1% | $4,027+26.8% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,832-99.9% | $5,403-99.8% |