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 | $95,057 | $167,484-43.2% | $151,611-37.3% | $134,475-29.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.02% | 7.80%-26.8pp | 3.33%-22.3pp | 417.96%-437.0pp |
| Employer contribution / active EE | $5,231 | $6,829-23.4% | $6,166-15.2% | $4,740+10.4% |
| Participant deferral / active EE | $14,147 | $8,986+57.4% | $8,363+69.2% | $6,400+121.1% |
| Admin fee / account holder | $79 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |