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 | $186,023 | $92,222+101.7% | $76,768+142.3% | $135,375+37.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.07% | 5.46%-9.5pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $7,945 | $3,216+147.1% | $2,485+219.7% | $4,779+66.3% |
| Participant deferral / active EE | $2,033 | $4,509-54.9% | $3,852-47.2% | $5,609-63.8% |
| Admin fee / account holder | $270 | $10,748-97.5% | $6,675-96.0% | $10,827-97.5% |