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 6-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 | $156,855 | $113,935+37.7% | $94,224+66.5% | $125,391+25.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.34% | 5.29%-7.6pp | 10.68%-13.0pp | 282.22%-284.6pp |
| Employer contribution / active EE | $10,600 | $4,727+124.2% | $3,587+195.5% | $4,866+117.8% |
| Participant deferral / active EE | $11,104 | $5,179+114.4% | $4,320+157.0% | $5,352+107.5% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |