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 | $64,128 | $57,354+11.8% | $83,848-23.5% | $64,186-0.1% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | -6.56% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $4,576 | $2,545+79.8% | $3,631+26.0% | $2,381+92.2% |
| Participant deferral / active EE | $4,562 | $2,993+52.4% | $4,082+11.8% | $3,470+31.5% |
| Admin fee / account holder | $126 | $4,046-96.9% | $5,478-97.7% | $4,888-97.4% |