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 | $54,847 | $133,958-59.1% | $112,228-51.1% | $134,475-59.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.91% | 47.11%-60.0pp | 27.45%-40.4pp | 417.96%-430.9pp |
| Employer contribution / active EE | $10,768 | $4,038+166.7% | $3,635+196.3% | $4,740+127.2% |
| Participant deferral / active EE | $6,374 | $5,291+20.5% | $4,728+34.8% | $6,400-0.4% |
| Admin fee / account holder | $27 | $7,489-99.6% | $6,410-99.6% | $11,426-99.8% |