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 | $124,145 | $95,862+29.5% | $79,550+56.1% | $134,475-7.7% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -16.52% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $7,944 | $3,128+153.9% | $2,413+229.2% | $4,740+67.6% |
| Participant deferral / active EE | $16,500 | $4,693+251.6% | $3,985+314.0% | $6,400+157.8% |
| Admin fee / account holder | $19 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |