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 | $244,046 | $105,860+130.5% | $90,749+168.9% | $134,475+81.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.39% | -11.01%-4.4pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $7,608 | $3,462+119.8% | $2,921+160.5% | $4,740+60.5% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $161 | $13,938-98.8% | $8,445-98.1% | $11,426-98.6% |