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 | $105,939 | $93,024+13.9% | $77,024+37.5% | $134,475-21.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -13.44% | 62.60%-76.0pp | 42.32%-55.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,654 | $3,418+36.2% | $2,812+65.5% | $4,740-1.8% |
| Participant deferral / active EE | $11,905 | $5,238+127.3% | $4,426+168.9% | $6,400+86.0% |
| Admin fee / account holder | $20 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |