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 | $102,121 | $107,934-5.4% | $91,989+11.0% | $152,861-33.2% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 21.33% | 89.24%-67.9pp | 69.02%-47.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,257 | $4,210-70.2% | $3,452-63.6% | $4,762-73.6% |
| Participant deferral / active EE | $1,891 | $6,364-70.3% | $5,923-68.1% | $5,850-67.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |