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 | $121,474 | $91,911+32.2% | $68,793+76.6% | $135,375-10.3% |
| Participation rate | 90.0% | 76.7%+13.3pp | 72.2%+17.8pp | 82.6%+7.4pp |
| Annual return | -6.44% | -8.22%+1.8pp | -4.63%-1.8pp | 519.73%-526.2pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,062 | $4,315+86.8% | $3,311+143.5% | $5,609+43.7% |
| Admin fee / account holder | $5 | $9,240-99.9% | $5,131-99.9% | $10,827-100.0% |