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 7-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 | $216,074 | $100,754+114.5% | $86,677+149.3% | $134,475+60.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -1.24% | 29.04%-30.3pp | 35.91%-37.2pp | 417.96%-419.2pp |
| Employer contribution / active EE | $8,760 | $3,489+151.0% | $2,836+208.8% | $4,740+84.8% |
| Participant deferral / active EE | $9,892 | $5,338+85.3% | $4,656+112.5% | $6,400+54.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |