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 | $133,441 | $167,307-20.2% | $143,757-7.2% | $134,475-0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.65% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,732 | $5,619-51.4% | $4,951-44.8% | $4,740-42.4% |
| Participant deferral / active EE | $5,515 | $6,446-14.4% | $5,637-2.2% | $6,400-13.8% |
| Admin fee / account holder | $133 | $18,088-99.3% | $14,673-99.1% | $11,426-98.8% |