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 | $71,741 | $54,229+32.3% | $70,092+2.4% | $68,494+4.7% |
| Participation rate | 88.0% | 64.5%+23.5pp | 70.5%+17.5pp | 67.9%+20.1pp |
| Annual return | -16.75% | -13.87%-2.9pp | 190.73%-207.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,882 | $2,018+42.8% | $2,559+12.6% | $2,596+11.0% |
| Participant deferral / active EE | $5,235 | $2,956+77.1% | $3,849+36.0% | $4,027+30.0% |
| Admin fee / account holder | $125 | $4,694-97.3% | $6,267-98.0% | $5,403-97.7% |