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 | $92,045 | $158,817-42.0% | $121,196-24.1% | $135,375-32.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.65% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,414 | $5,665+13.2% | $4,022+59.5% | $4,779+34.2% |
| Participant deferral / active EE | $6,529 | $4,005+63.0% | $3,344+95.2% | $5,609+16.4% |
| Admin fee / account holder | $12 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |