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 8-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 | $69,165 | $64,707+6.9% | $112,228-38.4% | $68,494+1.0% |
| Participation rate | 71.0% | 67.2%+3.8pp | 75.1%-4.1pp | 67.9%+3.1pp |
| Annual return | -12.22% | -11.40%-0.8pp | 27.45%-39.7pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,320 | $2,746-15.5% | $3,635-36.2% | $2,596-10.6% |
| Participant deferral / active EE | $5,911 | $3,565+65.8% | $4,728+25.0% | $4,027+46.8% |
| Admin fee / account holder | $30 | $5,232-99.4% | $6,410-99.5% | $5,403-99.5% |