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 | $129,853 | $167,307-22.4% | $143,757-9.7% | $134,475-3.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.15% | 0.46%-11.6pp | -0.04%-11.1pp | 417.96%-429.1pp |
| Employer contribution / active EE | $3,252 | $5,619-42.1% | $4,951-34.3% | $4,740-31.4% |
| Participant deferral / active EE | $4,140 | $6,446-35.8% | $5,637-26.6% | $6,400-35.3% |
| Admin fee / account holder | $115 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |