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 | $100,501 | $167,484-40.0% | $151,611-33.7% | $134,475-25.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.97% | 7.80%-27.8pp | 3.33%-23.3pp | 417.96%-437.9pp |
| Employer contribution / active EE | $15,490 | $6,829+126.8% | $6,166+151.2% | $4,740+226.8% |
| Participant deferral / active EE | $3,910 | $8,986-56.5% | $8,363-53.2% | $6,400-38.9% |
| Admin fee / account holder | $105 | $13,783-99.2% | $11,616-99.1% | $11,426-99.1% |