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 | $242,253 | $167,307+44.8% | $143,757+68.5% | $134,475+80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.91% | 0.46%-2.4pp | -0.04%-1.9pp | 417.96%-419.9pp |
| Employer contribution / active EE | $13,435 | $5,619+139.1% | $4,951+171.4% | $4,740+183.5% |
| Participant deferral / active EE | $0 | $6,446-100.0% | $5,637-100.0% | $6,400-100.0% |
| Admin fee / account holder | $96 | $18,088-99.5% | $14,673-99.3% | $11,426-99.2% |