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 | $132,478 | $64,707+104.7% | $112,228+18.0% | $68,494+93.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.84% | -11.40%-7.4pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,668 | $2,746-2.8% | $3,635-26.6% | $2,596+2.8% |
| Participant deferral / active EE | $5,681 | $3,565+59.4% | $4,728+20.2% | $4,027+41.1% |
| Admin fee / account holder | $6 | $5,232-99.9% | $6,410-99.9% | $5,403-99.9% |