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 | $144,092 | $87,540+64.6% | $75,781+90.1% | $125,391+14.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.94% | 13.48%-16.4pp | 9.68%-12.6pp | 282.22%-285.2pp |
| Employer contribution / active EE | $5,612 | $3,930+42.8% | $3,323+68.9% | $4,866+15.3% |
| Participant deferral / active EE | $2,806 | $4,229-33.7% | $3,651-23.2% | $5,352-47.6% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |