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 | $82,344 | $129,942-36.6% | $104,294-21.0% | $134,475-38.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.64% | 42.03%-56.7pp | 24.61%-39.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,983 | $4,184-28.7% | $3,372-11.5% | $4,740-37.1% |
| Participant deferral / active EE | $9,930 | $5,588+77.7% | $4,625+114.7% | $6,400+55.2% |
| Admin fee / account holder | $100 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |