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 | $101,722 | $94,529+7.6% | $140,016-27.3% | $64,186+58.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.15% | 7.77%-13.9pp | 651.12%-657.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,448 | $3,812-9.6% | $5,606-38.5% | $2,381+44.8% |
| Participant deferral / active EE | $5,470 | $5,250+4.2% | $6,927-21.0% | $3,470+57.7% |
| Admin fee / account holder | $11 | $6,741-99.8% | $10,705-99.9% | $4,888-99.8% |