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 | $102,772 | $113,935-9.8% | $94,224+9.1% | $125,391-18.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.08% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.3pp |
| Employer contribution / active EE | $1,587 | $4,727-66.4% | $3,587-55.7% | $4,866-67.4% |
| Participant deferral / active EE | $5,672 | $5,179+9.5% | $4,320+31.3% | $5,352+6.0% |
| Admin fee / account holder | $225 | $8,391-97.3% | $6,269-96.4% | $9,540-97.6% |