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 | $139,359 | $129,942+7.2% | $104,294+33.6% | $134,475+3.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.84% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $9,747 | $4,184+132.9% | $3,372+189.1% | $4,740+105.6% |
| Participant deferral / active EE | $8,398 | $5,588+50.3% | $4,625+81.6% | $6,400+31.2% |
| Admin fee / account holder | $285 | $9,323-96.9% | $7,339-96.1% | $11,426-97.5% |