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 | $72,565 | $75,935-4.4% | $60,547+19.8% | $125,391-42.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.83% | -5.38%+4.5pp | 335.64%-336.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $4,004 | $3,438+16.5% | $2,419+65.5% | $4,866-17.7% |
| Participant deferral / active EE | $22,999 | $4,506+410.4% | $3,328+591.1% | $5,352+329.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |