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 | $98,540 | $95,971+2.7% | $74,550+32.2% | $135,375-27.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -2.82% | 56.96%-59.8pp | 32.53%-35.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,922 | $2,716-29.3% | $1,961-2.0% | $4,779-59.8% |
| Participant deferral / active EE | $7,180 | $3,843+86.8% | $3,108+131.0% | $5,609+28.0% |
| Admin fee / account holder | $89 | $6,522-98.6% | $5,060-98.2% | $10,827-99.2% |