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 | $72,928 | $127,386-42.8% | $115,037-36.6% | $125,391-41.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.28% | 31.28%-34.6pp | 26.14%-29.4pp | 282.22%-285.5pp |
| Employer contribution / active EE | $1,187 | $5,166-77.0% | $4,608-74.2% | $4,866-75.6% |
| Participant deferral / active EE | $6,326 | $6,423-1.5% | $6,026+5.0% | $5,352+18.2% |
| Admin fee / account holder | $100 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |