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 | $85,798 | $95,193-9.9% | $76,523+12.1% | $135,375-36.6% |
| Participation rate | 94.1% | 74.4%+19.7pp | 68.0%+26.1pp | 82.6%+11.5pp |
| Annual return | -4.72% | 4.85%-9.6pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,514 | $3,302-54.2% | $2,647-42.8% | $4,779-68.3% |
| Participant deferral / active EE | $5,637 | $4,639+21.5% | $3,835+47.0% | $5,609+0.5% |
| Admin fee / account holder | $70 | $6,249-98.9% | $4,848-98.6% | $10,827-99.4% |