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 4-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 | $164,051 | $81,900+100.3% | $119,609+37.2% | $68,494+139.5% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -15.82% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,545 | $2,693-5.5% | $4,232-39.9% | $2,596-2.0% |
| Participant deferral / active EE | $6,663 | $4,148+60.7% | $5,602+18.9% | $4,027+65.5% |
| Admin fee / account holder | $74 | $6,582-98.9% | $10,323-99.3% | $5,403-98.6% |