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 | $123,308 | $95,862+28.6% | $79,550+55.0% | $134,475-8.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -17.06% | -2.69%-14.4pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,788 | $3,128-42.8% | $2,413-25.9% | $4,740-62.3% |
| Participant deferral / active EE | $5,292 | $4,693+12.8% | $3,985+32.8% | $6,400-17.3% |
| Admin fee / account holder | $51 | $9,126-99.4% | $6,832-99.2% | $11,426-99.6% |