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 | $111,103 | $52,681+110.9% | $75,781+46.6% | $59,632+86.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -1.05% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $4,022 | $2,193+83.4% | $3,323+21.0% | $2,203+82.6% |
| Participant deferral / active EE | $1,608 | $2,591-37.9% | $3,651-55.9% | $3,192-49.6% |
| Admin fee / account holder | $26 | $3,610-99.3% | $5,299-99.5% | $4,297-99.4% |