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 | $114,119 | $107,791+5.9% | $90,645+25.9% | $135,375-15.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -7.10% | -0.90%-6.2pp | 1.88%-9.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,089 | $3,018-63.9% | $2,532-57.0% | $4,779-77.2% |
| Participant deferral / active EE | $6,465 | $3,872+67.0% | $3,425+88.8% | $5,609+15.3% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |