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 | $58,754 | $78,694-25.3% | $67,652-13.2% | $125,391-53.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 0.47% | 9.46%-9.0pp | 6625.04%-6624.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $13,415 | $3,044+340.7% | $2,266+492.1% | $4,866+175.7% |
| Participant deferral / active EE | $15,500 | $4,292+261.1% | $3,560+335.4% | $5,352+189.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |