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 | $115,927 | $45,863+152.8% | $77,024+50.5% | $68,494+69.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -4.41% | 1.72%-6.1pp | 42.32%-46.7pp | -7.84%+3.4pp |
| Employer contribution / active EE | $3,038 | $1,650+84.2% | $2,812+8.0% | $2,596+17.0% |
| Participant deferral / active EE | $6,009 | $2,962+102.8% | $4,426+35.7% | $4,027+49.2% |
| Admin fee / account holder | $95 | $3,041-96.9% | $5,425-98.3% | $5,403-98.2% |