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 | $127,181 | $168,632-24.6% | $147,614-13.8% | $125,391+1.4% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -0.77% | 77.65%-78.4pp | 61.98%-62.8pp | 282.22%-283.0pp |
| Employer contribution / active EE | $5,775 | $6,252-7.6% | $5,564+3.8% | $4,866+18.7% |
| Participant deferral / active EE | $2,250 | $5,507-59.1% | $4,895-54.0% | $5,352-58.0% |
| Admin fee / account holder | $54 | $13,580-99.6% | $11,611-99.5% | $9,540-99.4% |