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 | $99,094 | $95,193+4.1% | $76,523+29.5% | $135,375-26.8% |
| Participation rate | 81.8% | 74.4%+7.4pp | 68.0%+13.8pp | 82.6%-0.8pp |
| Annual return | -7.88% | 4.85%-12.7pp | -0.27%-7.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $6,039 | $3,302+82.8% | $2,647+128.1% | $4,779+26.4% |
| Participant deferral / active EE | $9,873 | $4,639+112.8% | $3,835+157.4% | $5,609+76.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |