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 | $128,697 | $95,862+34.3% | $79,550+61.8% | $134,475-4.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | -2.69%-11.1pp | 0.16%-14.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,342 | $3,128-57.1% | $2,413-44.4% | $4,740-71.7% |
| Participant deferral / active EE | $2,751 | $4,693-41.4% | $3,985-31.0% | $6,400-57.0% |
| Admin fee / account holder | $153 | $9,126-98.3% | $6,832-97.8% | $11,426-98.7% |