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 | $70,379 | $105,860-33.5% | $90,749-22.4% | $134,475-47.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.21% | -11.01%-8.2pp | -12.16%-7.0pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,070 | $3,462-11.3% | $2,921+5.1% | $4,740-35.2% |
| Participant deferral / active EE | $12,539 | $5,216+140.4% | $4,564+174.7% | $6,400+95.9% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |