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 | $101,472 | $82,664+22.8% | $125,339-19.0% | $68,494+48.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.93% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $22,499 | $3,381+565.4% | $4,814+367.4% | $2,596+766.6% |
| Participant deferral / active EE | $13,061 | $6,110+113.8% | $7,446+75.4% | $4,027+224.3% |
| Admin fee / account holder | $287 | $6,275-95.4% | $10,010-97.1% | $5,403-94.7% |