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 | $144,480 | $131,829+9.6% | $108,579+33.1% | $273,961-47.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 3.92% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $2,437 | $4,912-50.4% | $3,758-35.1% | $4,869-49.9% |
| Participant deferral / active EE | $5,400 | $5,127+5.3% | $4,311+25.3% | $5,287+2.1% |
| Admin fee / account holder | $10 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |