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 | $134,363 | $105,860+26.9% | $90,749+48.1% | $134,475-0.1% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -15.30% | -11.01%-4.3pp | -12.16%-3.1pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,048 | $3,462-69.7% | $2,921-64.1% | $4,740-77.9% |
| Participant deferral / active EE | $2,644 | $5,216-49.3% | $4,564-42.1% | $6,400-58.7% |
| Admin fee / account holder | $84 | $13,938-99.4% | $8,445-99.0% | $11,426-99.3% |