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 | $103,745 | $97,044+6.9% | $83,333+24.5% | $135,375-23.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.04% | 12.31%-20.3pp | 10.63%-18.7pp | 519.73%-527.8pp |
| Employer contribution / active EE | $3,924 | $4,143-5.3% | $3,379+16.1% | $4,779-17.9% |
| Participant deferral / active EE | $14,475 | $5,964+142.7% | $5,565+160.1% | $5,609+158.1% |
| Admin fee / account holder | $4 | $8,380-99.9% | $7,510-99.9% | $10,827-100.0% |