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 8-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 | $145,827 | $142,344+2.4% | $119,609+21.9% | $134,475+8.4% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | 1.96% | -12.44%+14.4pp | -14.97%+16.9pp | 417.96%-416.0pp |
| Employer contribution / active EE | $1,673 | $5,222-68.0% | $4,232-60.5% | $4,740-64.7% |
| Participant deferral / active EE | $2,947 | $6,469-54.4% | $5,602-47.4% | $6,400-53.9% |
| Admin fee / account holder | $177 | $13,584-98.7% | $10,323-98.3% | $11,426-98.5% |