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 | $61,776 | $107,791-42.7% | $90,645-31.8% | $135,375-54.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.57% | -0.90%-4.7pp | 1.88%-7.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $9,272 | $3,018+207.2% | $2,532+266.2% | $4,779+94.0% |
| Participant deferral / active EE | $8,191 | $3,872+111.5% | $3,425+139.2% | $5,609+46.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |