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 | $135,026 | $147,167-8.2% | $111,392+21.2% | $135,375-0.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.16% | -4.44%+0.3pp | -2.06%-2.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,875 | $5,204-44.8% | $4,328-33.6% | $4,779-39.8% |
| Participant deferral / active EE | $6,879 | $6,565+4.8% | $5,567+23.6% | $5,609+22.6% |
| Admin fee / account holder | $18 | $20,270-99.9% | $12,266-99.9% | $10,827-99.8% |