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 | $126,853 | $133,958-5.3% | $112,228+13.0% | $134,475-5.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.21% | 47.11%-60.3pp | 27.45%-40.7pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,443 | $4,038-14.7% | $3,635-5.3% | $4,740-27.4% |
| Participant deferral / active EE | $9,026 | $5,291+70.6% | $4,728+90.9% | $6,400+41.0% |
| Admin fee / account holder | $246 | $7,489-96.7% | $6,410-96.2% | $11,426-97.8% |