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 | $165,764 | $97,044+70.8% | $83,333+98.9% | $135,375+22.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.92% | 12.31%-18.2pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $12,772 | $4,143+208.3% | $3,379+278.0% | $4,779+167.3% |
| Participant deferral / active EE | $8,167 | $5,964+36.9% | $5,565+46.8% | $5,609+45.6% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |