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 9-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 | $74,878 | $99,032-24.4% | $80,019-6.4% | $135,375-44.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.50% | 15.39%-19.9pp | 11.22%-15.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $10,453 | $3,043+243.5% | $2,468+323.6% | $4,779+118.7% |
| Participant deferral / active EE | $7,833 | $4,282+82.9% | $3,686+112.5% | $5,609+39.7% |
| Admin fee / account holder | $37 | $10,436-99.6% | $6,521-99.4% | $10,827-99.7% |