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 | $82,129 | $77,813+5.5% | $123,544-33.5% | $64,186+28.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.07% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,399 | $3,014+12.8% | $4,628-26.6% | $2,381+42.8% |
| Participant deferral / active EE | $7,012 | $5,240+33.8% | $6,426+9.1% | $3,470+102.1% |
| Admin fee / account holder | $52 | $5,519-99.1% | $9,284-99.4% | $4,888-98.9% |