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 | $125,142 | $107,791+16.1% | $90,645+38.1% | $135,375-7.6% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -5.47% | -0.90%-4.6pp | 1.88%-7.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,784 | $3,018-7.8% | $2,532+10.0% | $4,779-41.7% |
| Participant deferral / active EE | $6,450 | $3,872+66.6% | $3,425+88.3% | $5,609+15.0% |
| Admin fee / account holder | $88 | $5,930-98.5% | $4,994-98.2% | $10,827-99.2% |