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 | $148,008 | $167,307-11.5% | $143,757+3.0% | $134,475+10.1% |
| Participation rate | 82.6% | 84.8%-2.2pp | 80.3%+2.3pp | 81.2%+1.4pp |
| Annual return | -15.94% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $4,099 | $5,619-27.0% | $4,951-17.2% | $4,740-13.5% |
| Participant deferral / active EE | $4,104 | $6,446-36.3% | $5,637-27.2% | $6,400-35.9% |
| Admin fee / account holder | $145 | $18,088-99.2% | $14,673-99.0% | $11,426-98.7% |