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 | $118,059 | $167,307-29.4% | $143,757-17.9% | $134,475-12.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 0.46%-18.1pp | -0.04%-17.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,897 | $5,619-12.9% | $4,951-1.1% | $4,740+3.3% |
| Participant deferral / active EE | $8,164 | $6,446+26.7% | $5,637+44.8% | $6,400+27.6% |
| Admin fee / account holder | $27 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |