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 | $73,279 | $99,032-26.0% | $80,019-8.4% | $135,375-45.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.49% | 15.39%-21.9pp | 11.22%-17.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,006 | $3,043-1.2% | $2,468+21.8% | $4,779-37.1% |
| Participant deferral / active EE | $7,867 | $4,282+83.7% | $3,686+113.5% | $5,609+40.3% |
| Admin fee / account holder | $157 | $10,436-98.5% | $6,521-97.6% | $10,827-98.5% |