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 | $111,964 | $95,862+16.8% | $79,550+40.7% | $134,475-16.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.54% | -2.69%-12.9pp | 0.16%-15.7pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,469 | $3,128+10.9% | $2,413+43.8% | $4,740-26.8% |
| Participant deferral / active EE | $10,556 | $4,693+124.9% | $3,985+164.9% | $6,400+64.9% |
| Admin fee / account holder | $138 | $9,126-98.5% | $6,832-98.0% | $11,426-98.8% |