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 | $131,344 | $167,307-21.5% | $143,757-8.6% | $134,475-2.3% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -16.93% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,923 | $5,619-48.0% | $4,951-41.0% | $4,740-38.3% |
| Participant deferral / active EE | $7,740 | $6,446+20.1% | $5,637+37.3% | $6,400+20.9% |
| Admin fee / account holder | $297 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |