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 | $113,012 | $142,344-20.6% | $119,609-5.5% | $134,475-16.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.48% | -12.44%-6.0pp | -14.97%-3.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,673 | $5,222-48.8% | $4,232-36.8% | $4,740-43.6% |
| Participant deferral / active EE | $5,939 | $6,469-8.2% | $5,602+6.0% | $6,400-7.2% |
| Admin fee / account holder | $9 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |