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 | $77,385 | $92,222-16.1% | $76,768+0.8% | $135,375-42.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.76% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,247 | $3,216+63.2% | $2,485+111.1% | $4,779+9.8% |
| Participant deferral / active EE | $15,261 | $4,509+238.5% | $3,852+296.2% | $5,609+172.1% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |