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 | $103,086 | $106,890-3.6% | $84,015+22.7% | $152,861-32.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.44% | 104.99%-79.5pp | 71.31%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,788 | $2,734-34.6% | $1,983-9.9% | $4,762-62.5% |
| Participant deferral / active EE | $11,362 | $4,011+183.2% | $3,239+250.8% | $5,850+94.2% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |