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 | $90,785 | $76,000+19.5% | $154,107-41.1% | $64,186+41.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.45% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $7,418 | $3,351+121.4% | $5,298+40.0% | $2,381+211.6% |
| Participant deferral / active EE | $4,628 | $3,175+45.8% | $5,081-8.9% | $3,470+33.4% |
| Admin fee / account holder | $35 | $5,596-99.4% | $13,411-99.7% | $4,888-99.3% |