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 | $102,779 | $142,344-27.8% | $119,609-14.1% | $134,475-23.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.92% | -12.44%-0.5pp | -14.97%+2.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $3,194 | $5,222-38.8% | $4,232-24.5% | $4,740-32.6% |
| Participant deferral / active EE | $7,150 | $6,469+10.5% | $5,602+27.6% | $6,400+11.7% |
| Admin fee / account holder | $181 | $13,584-98.7% | $10,323-98.3% | $11,426-98.4% |