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 | $90,939 | $92,222-1.4% | $76,768+18.5% | $135,375-32.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.90% | 5.46%-11.4pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,951 | $3,216-8.2% | $2,485+18.8% | $4,779-38.2% |
| Participant deferral / active EE | $6,680 | $4,509+48.1% | $3,852+73.4% | $5,609+19.1% |
| Admin fee / account holder | $152 | $10,748-98.6% | $6,675-97.7% | $10,827-98.6% |