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 | $139,464 | $167,307-16.6% | $143,757-3.0% | $134,475+3.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.12% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $4,403 | $5,619-21.6% | $4,951-11.1% | $4,740-7.1% |
| Participant deferral / active EE | $11,209 | $6,446+73.9% | $5,637+98.8% | $6,400+75.1% |
| Admin fee / account holder | $14 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |