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 | $61,557 | $127,100-51.6% | $105,738-41.8% | $135,375-54.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.59% | 4.49%-12.1pp | 6.27%-13.9pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,490 | $4,107-63.7% | $3,268-54.4% | $4,779-68.8% |
| Participant deferral / active EE | $4,885 | $5,064-3.5% | $4,080+19.7% | $5,609-12.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |