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 7-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 | $85,892 | $105,860-18.9% | $90,749-5.4% | $134,475-36.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -6.54% | -11.01%+4.5pp | -12.16%+5.6pp | 417.96%-424.5pp |
| Employer contribution / active EE | $7,866 | $3,462+127.2% | $2,921+169.3% | $4,740+66.0% |
| Participant deferral / active EE | $19,919 | $5,216+281.9% | $4,564+336.4% | $6,400+211.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |