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 | $41,113 | $69,518-40.9% | $59,878-31.3% | $135,375-69.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.13% | 7.94%-15.1pp | 3.46%-10.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,831 | $3,235+49.3% | $2,722+77.5% | $4,779+1.1% |
| Participant deferral / active EE | $7,451 | $4,206+77.2% | $3,402+119.0% | $5,609+32.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |