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 | $65,508 | $69,518-5.8% | $59,878+9.4% | $135,375-51.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.59% | 7.94%-14.5pp | 3.46%-10.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,545 | $3,235+40.5% | $2,722+67.0% | $4,779-4.9% |
| Participant deferral / active EE | $11,173 | $4,206+165.7% | $3,402+228.4% | $5,609+99.2% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |