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 | $106,104 | $140,578-24.5% | $100,671+5.4% | $125,391-15.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 70.7%+15.0pp | 83.2%+2.5pp |
| Annual return | -2.12% | 24.67%-26.8pp | 20.43%-22.5pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,112 | $5,965-64.6% | $4,012-47.4% | $4,866-56.6% |
| Participant deferral / active EE | $5,360 | $3,981+34.6% | $3,144+70.5% | $5,352+0.2% |
| Admin fee / account holder | $74 | $6,716-98.9% | $4,850-98.5% | $9,540-99.2% |