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 | $84,804 | $95,193-10.9% | $76,523+10.8% | $135,375-37.4% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -5.56% | 4.85%-10.4pp | -0.27%-5.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,859 | $3,302-13.4% | $2,647+8.0% | $4,779-40.2% |
| Participant deferral / active EE | $10,134 | $4,639+118.4% | $3,835+164.2% | $5,609+80.7% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |