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 | $106,372 | $91,538+16.2% | $129,995-18.2% | $75,163+41.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.14% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $6,208 | $2,845+118.2% | $4,320+43.7% | $2,670+132.5% |
| Participant deferral / active EE | $4,066 | $4,341-6.3% | $5,820-30.1% | $4,125-1.4% |
| Admin fee / account holder | $243 | $6,790-96.4% | $10,614-97.7% | $5,651-95.7% |