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 5-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 | $81,889 | $82,286-0.5% | $68,791+19.0% | $134,475-39.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -8.04% | -2.19%-5.8pp | -6.38%-1.7pp | 417.96%-426.0pp |
| Employer contribution / active EE | $6,976 | $3,301+111.4% | $2,655+162.7% | $4,740+47.2% |
| Participant deferral / active EE | $11,875 | $4,739+150.6% | $3,941+201.3% | $6,400+85.6% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |