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 | $105,277 | $99,079+6.3% | $77,999+35.0% | $273,961-61.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.59% | 217.93%-212.3pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $7,310 | $3,308+121.0% | $2,470+195.9% | $4,869+50.1% |
| Participant deferral / active EE | $5,883 | $4,306+36.6% | $3,497+68.2% | $5,287+11.3% |
| Admin fee / account holder | $137 | $8,954-98.5% | $5,480-97.5% | $10,132-98.7% |