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 | $178,265 | $92,222+93.3% | $76,768+132.2% | $135,375+31.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.50% | 5.46%-14.0pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,881 | $3,216-41.5% | $2,485-24.3% | $4,779-60.6% |
| Participant deferral / active EE | $15,185 | $4,509+236.8% | $3,852+294.3% | $5,609+170.7% |
| Admin fee / account holder | $148 | $10,748-98.6% | $6,675-97.8% | $10,827-98.6% |