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 | $125,938 | $133,958-6.0% | $112,228+12.2% | $134,475-6.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.11% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,869 | $4,038-29.0% | $3,635-21.1% | $4,740-39.5% |
| Participant deferral / active EE | $4,929 | $5,291-6.8% | $4,728+4.2% | $6,400-23.0% |
| Admin fee / account holder | $137 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |