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 | $110,543 | $105,860+4.4% | $90,749+21.8% | $134,475-17.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.24% | -11.01%-4.2pp | -12.16%-3.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,289 | $3,462-62.8% | $2,921-55.9% | $4,740-72.8% |
| Participant deferral / active EE | $2,430 | $5,216-53.4% | $4,564-46.8% | $6,400-62.0% |
| Admin fee / account holder | $9 | $13,938-99.9% | $8,445-99.9% | $11,426-99.9% |