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 | $68,377 | $99,032-31.0% | $80,019-14.5% | $135,375-49.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.29% | 15.39%-23.7pp | 11.22%-19.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,138 | $3,043+3.1% | $2,468+27.1% | $4,779-34.3% |
| Participant deferral / active EE | $8,993 | $4,282+110.0% | $3,686+144.0% | $5,609+60.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |