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 | $108,223 | $95,862+12.9% | $79,550+36.0% | $134,475-19.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.48% | -2.69%-10.8pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,125 | $3,128-0.1% | $2,413+29.5% | $4,740-34.1% |
| Participant deferral / active EE | $9,490 | $4,693+102.2% | $3,985+138.1% | $6,400+48.3% |
| Admin fee / account holder | $51 | $9,126-99.4% | $6,832-99.3% | $11,426-99.6% |