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 | $106,714 | $100,754+5.9% | $86,677+23.1% | $134,475-20.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.20% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,384 | $3,489-31.7% | $2,836-16.0% | $4,740-49.7% |
| Participant deferral / active EE | $11,297 | $5,338+111.6% | $4,656+142.6% | $6,400+76.5% |
| Admin fee / account holder | $27 | $10,926-99.8% | $7,493-99.6% | $11,426-99.8% |