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 | $81,678 | $116,175-29.7% | $93,606-12.7% | $152,861-46.6% |
| Participation rate | 82.4% | 78.0%+4.3pp | 75.8%+6.5pp | 82.4%-0.1pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,632 | $3,218-18.2% | $2,718-3.2% | $4,762-44.7% |
| Participant deferral / active EE | $7,916 | $4,603+72.0% | $4,069+94.6% | $5,850+35.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |