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 | $112,863 | $158,817-28.9% | $121,196-6.9% | $135,375-16.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.09% | -0.64%-5.5pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,555 | $5,665-54.9% | $4,022-36.5% | $4,779-46.5% |
| Participant deferral / active EE | $7,160 | $4,005+78.8% | $3,344+114.1% | $5,609+27.7% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |