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 | $98,945 | $92,222+7.3% | $76,768+28.9% | $135,375-26.9% |
| Participation rate | 72.2% | 79.8%-7.5pp | 77.0%-4.7pp | 82.6%-10.4pp |
| Annual return | -6.23% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,120 | $3,216-34.1% | $2,485-14.7% | $4,779-55.6% |
| Participant deferral / active EE | $5,249 | $4,509+16.4% | $3,852+36.3% | $5,609-6.4% |
| Admin fee / account holder | $10 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |