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 | $101,001 | $67,331+50.0% | $60,874+65.9% | $134,475-24.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.62% | 49.93%-65.5pp | 16.90%-32.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $7,490 | $3,096+141.9% | $2,701+177.3% | $4,740+58.0% |
| Participant deferral / active EE | $13,215 | $4,538+191.2% | $3,817+246.2% | $6,400+106.5% |
| Admin fee / account holder | $16 | $4,582-99.7% | $3,224-99.5% | $11,426-99.9% |