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 | $136,993 | $129,942+5.4% | $104,294+31.4% | $134,475+1.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.08% | 42.03%-61.1pp | 24.61%-43.7pp | 417.96%-437.0pp |
| Employer contribution / active EE | $989 | $4,184-76.4% | $3,372-70.7% | $4,740-79.1% |
| Participant deferral / active EE | $3,436 | $5,588-38.5% | $4,625-25.7% | $6,400-46.3% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |