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 | $72,766 | $95,862-24.1% | $79,550-8.5% | $134,475-45.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.76% | -2.69%-1.1pp | 0.16%-3.9pp | 417.96%-421.7pp |
| Employer contribution / active EE | $15,881 | $3,128+407.7% | $2,413+558.1% | $4,740+235.1% |
| Participant deferral / active EE | $13,770 | $4,693+193.4% | $3,985+245.5% | $6,400+115.2% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |