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 | $135,024 | $167,484-19.4% | $151,611-10.9% | $134,475+0.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.25% | 7.80%-26.0pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $6,604 | $6,829-3.3% | $6,166+7.1% | $4,740+39.3% |
| Participant deferral / active EE | $9,670 | $8,986+7.6% | $8,363+15.6% | $6,400+51.1% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |