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 | $131,172 | $99,032+32.5% | $80,019+63.9% | $135,375-3.1% |
| Participation rate | 81.3% | 78.4%+2.9pp | 75.8%+5.4pp | 82.6%-1.4pp |
| Annual return | -3.65% | 15.39%-19.0pp | 11.22%-14.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $1,822 | $3,043-40.1% | $2,468-26.2% | $4,779-61.9% |
| Participant deferral / active EE | $4,623 | $4,282+8.0% | $3,686+25.4% | $5,609-17.6% |
| Admin fee / account holder | $46 | $10,436-99.6% | $6,521-99.3% | $10,827-99.6% |