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 | $78,508 | $167,307-53.1% | $143,757-45.4% | $134,475-41.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.00% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $8,701 | $5,619+54.8% | $4,951+75.7% | $4,740+83.6% |
| Participant deferral / active EE | $5,806 | $6,446-9.9% | $5,637+3.0% | $6,400-9.3% |
| Admin fee / account holder | $140 | $18,088-99.2% | $14,673-99.0% | $11,426-98.8% |