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 | $120,342 | $95,862+25.5% | $79,550+51.3% | $134,475-10.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.21% | -2.69%-12.5pp | 0.16%-15.4pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,612 | $3,128-16.5% | $2,413+8.2% | $4,740-44.9% |
| Participant deferral / active EE | $9,890 | $4,693+110.7% | $3,985+148.2% | $6,400+54.5% |
| Admin fee / account holder | $226 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |