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 | $222,031 | $82,286+169.8% | $68,791+222.8% | $134,475+65.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.22% | -2.19%-15.0pp | -6.38%-10.8pp | 417.96%-435.2pp |
| Employer contribution / active EE | $4,616 | $3,301+39.9% | $2,655+73.9% | $4,740-2.6% |
| Participant deferral / active EE | $14,716 | $4,739+210.6% | $3,941+273.4% | $6,400+129.9% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |