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 | $105,274 | $90,600+16.2% | $79,464+32.5% | $135,375-22.2% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 82.6%+5.6pp |
| Annual return | -2.26% | 977.43%-979.7pp | 718.14%-720.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,420 | $3,068-21.1% | $2,800-13.6% | $4,779-49.4% |
| Participant deferral / active EE | $4,674 | $4,050+15.4% | $3,704+26.2% | $5,609-16.7% |
| Admin fee / account holder | $36 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |