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 | $79,841 | $97,044-17.7% | $83,333-4.2% | $135,375-41.0% |
| Participation rate | 90.0% | 80.4%+9.6pp | 77.8%+12.2pp | 82.6%+7.4pp |
| Annual return | -8.74% | 12.31%-21.0pp | 10.63%-19.4pp | 519.73%-528.5pp |
| Employer contribution / active EE | $6,357 | $4,143+53.4% | $3,379+88.2% | $4,779+33.0% |
| Participant deferral / active EE | $8,548 | $5,964+43.3% | $5,565+53.6% | $5,609+52.4% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |