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 | $101,808 | $140,588-27.6% | $123,104-17.3% | $125,391-18.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.82% | 16.80%-19.6pp | 13.22%-16.0pp | 282.22%-285.0pp |
| Employer contribution / active EE | $5,577 | $6,041-7.7% | $5,151+8.3% | $4,866+14.6% |
| Participant deferral / active EE | $7,729 | $6,980+10.7% | $6,230+24.1% | $5,352+44.4% |
| Admin fee / account holder | $138 | $11,198-98.8% | $9,015-98.5% | $9,540-98.6% |