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 | $226,730 | $97,044+133.6% | $83,333+172.1% | $135,375+67.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.67% | 12.31%-17.0pp | 10.63%-15.3pp | 519.73%-524.4pp |
| Employer contribution / active EE | $16,357 | $4,143+294.8% | $3,379+384.1% | $4,779+242.3% |
| Participant deferral / active EE | $10,766 | $5,964+80.5% | $5,565+93.5% | $5,609+91.9% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |