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 | $109,284 | $52,519+108.1% | $155,790-29.9% | $59,632+83.3% |
| Participation rate | 76.0% | 61.7%+14.3pp | 76.1%-0.1pp | 68.7%+7.3pp |
| Annual return | -0.21% | 53.51%-53.7pp | 71.54%-71.8pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,709 | $3,084+20.3% | $4,797-22.7% | $3,192+16.2% |
| Admin fee / account holder | $194 | $3,540-94.5% | $7,478-97.4% | $4,297-95.5% |