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 6-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 | $142,444 | $167,307-14.9% | $143,757-0.9% | $134,475+5.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.84% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,237 | $5,619-78.0% | $4,951-75.0% | $4,740-73.9% |
| Participant deferral / active EE | $5,655 | $6,446-12.3% | $5,637+0.3% | $6,400-11.6% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |