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 7-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 | $201,104 | $97,044+107.2% | $83,333+141.3% | $135,375+48.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.10% | 12.31%-15.4pp | 10.63%-13.7pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,435 | $4,143-65.4% | $3,379-57.5% | $4,779-70.0% |
| Participant deferral / active EE | $12,000 | $5,964+101.2% | $5,565+115.6% | $5,609+114.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |