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 | $75,391 | $73,004+3.3% | $90,749-16.9% | $68,494+10.1% |
| Participation rate | 88.5% | 70.8%+17.6pp | 75.7%+12.8pp | 67.9%+20.6pp |
| Annual return | -18.17% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,472 | $2,193+103.9% | $2,921+53.1% | $2,596+72.2% |
| Participant deferral / active EE | $4,750 | $3,627+31.0% | $4,564+4.1% | $4,027+18.0% |
| Admin fee / account holder | $227 | $5,896-96.2% | $8,445-97.3% | $5,403-95.8% |