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 | $97,794 | $127,386-23.2% | $115,037-15.0% | $125,391-22.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.60% | 31.28%-32.9pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $4,645 | $5,166-10.1% | $4,608+0.8% | $4,866-4.5% |
| Participant deferral / active EE | $7,116 | $6,423+10.8% | $6,026+18.1% | $5,352+33.0% |
| Admin fee / account holder | $238 | $9,516-97.5% | $8,175-97.1% | $9,540-97.5% |