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 | $138,376 | $106,543+29.9% | $91,220+51.7% | $134,475+2.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 0.05% | 160.60%-160.5pp | 114.01%-114.0pp | 417.96%-417.9pp |
| Employer contribution / active EE | $1,327 | $3,331-60.2% | $2,850-53.5% | $4,740-72.0% |
| Participant deferral / active EE | $8,407 | $4,719+78.2% | $4,234+98.6% | $6,400+31.4% |
| Admin fee / account holder | $4 | $6,231-99.9% | $5,420-99.9% | $11,426-100.0% |