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 | $73,686 | $65,703+12.2% | $94,224-21.8% | $59,632+23.6% |
| Participation rate | 71.7% | 72.1%-0.5pp | 78.8%-7.1pp | 68.7%+3.0pp |
| Annual return | -0.37% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,541 | $2,021-23.7% | $3,587-57.0% | $2,203-30.0% |
| Participant deferral / active EE | $3,616 | $3,143+15.0% | $4,320-16.3% | $3,192+13.3% |
| Admin fee / account holder | $25 | $4,264-99.4% | $6,269-99.6% | $4,297-99.4% |