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 | $76,504 | $167,484-54.3% | $151,611-49.5% | $134,475-43.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.00% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,796 | $6,829-59.1% | $6,166-54.7% | $4,740-41.0% |
| Participant deferral / active EE | $13,870 | $8,986+54.4% | $8,363+65.8% | $6,400+116.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |