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 | $143,367 | $92,222+55.5% | $76,768+86.8% | $135,375+5.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.21% | 5.46%-11.7pp | 2.43%-8.6pp | 519.73%-525.9pp |
| Employer contribution / active EE | $13,269 | $3,216+312.6% | $2,485+433.9% | $4,779+177.7% |
| Participant deferral / active EE | $21,500 | $4,509+376.9% | $3,852+458.2% | $5,609+283.3% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |