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 | $143,401 | $167,307-14.3% | $143,757-0.2% | $134,475+6.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.18% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,418 | $5,619-57.0% | $4,951-51.2% | $4,740-49.0% |
| Participant deferral / active EE | $6,993 | $6,446+8.5% | $5,637+24.1% | $6,400+9.3% |
| Admin fee / account holder | $78 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |