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 | $177,868 | $107,791+65.0% | $90,645+96.2% | $135,375+31.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.60% | -0.90%-5.7pp | 1.88%-8.5pp | 519.73%-526.3pp |
| Employer contribution / active EE | $12,000 | $3,018+297.6% | $2,532+374.0% | $4,779+151.1% |
| Participant deferral / active EE | $8,000 | $3,872+106.6% | $3,425+133.6% | $5,609+42.6% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |