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 | $136,070 | $167,484-18.8% | $151,611-10.3% | $134,475+1.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.69% | 7.80%-24.5pp | 3.33%-20.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $7,087 | $6,829+3.8% | $6,166+14.9% | $4,740+49.5% |
| Participant deferral / active EE | $19,172 | $8,986+113.4% | $8,363+129.2% | $6,400+199.6% |
| Admin fee / account holder | $57 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |