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 | $209,616 | $133,958+56.5% | $112,228+86.8% | $134,475+55.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -15.69% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,507 | $4,038-13.2% | $3,635-3.5% | $4,740-26.0% |
| Participant deferral / active EE | $12,871 | $5,291+143.3% | $4,728+172.2% | $6,400+101.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |