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 | $65,604 | $113,935-42.4% | $94,224-30.4% | $125,391-47.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.45% | 5.29%-8.7pp | 10.68%-14.1pp | 282.22%-285.7pp |
| Employer contribution / active EE | $21,785 | $4,727+360.9% | $3,587+507.4% | $4,866+347.7% |
| Participant deferral / active EE | $9,430 | $5,179+82.1% | $4,320+118.3% | $5,352+76.2% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |