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 | $98,845 | $99,032-0.2% | $80,019+23.5% | $135,375-27.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.35% | 15.39%-19.7pp | 11.22%-15.6pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,162 | $3,043-29.0% | $2,468-12.4% | $4,779-54.8% |
| Participant deferral / active EE | $5,933 | $4,282+38.6% | $3,686+61.0% | $5,609+5.8% |
| Admin fee / account holder | $115 | $10,436-98.9% | $6,521-98.2% | $10,827-98.9% |