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 | $165,142 | $69,518+137.6% | $59,878+175.8% | $135,375+22.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.86% | 7.94%-14.8pp | 3.46%-10.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $8,028 | $3,235+148.2% | $2,722+195.0% | $4,779+68.0% |
| Participant deferral / active EE | $7,750 | $4,206+84.3% | $3,402+127.8% | $5,609+38.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |