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 | $146,919 | $142,344+3.2% | $119,609+22.8% | $134,475+9.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.30% | -12.44%+12.7pp | -14.97%+15.3pp | 417.96%-417.7pp |
| Employer contribution / active EE | $1,286 | $5,222-75.4% | $4,232-69.6% | $4,740-72.9% |
| Participant deferral / active EE | $3,671 | $6,469-43.2% | $5,602-34.5% | $6,400-42.6% |
| Admin fee / account holder | $10 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |