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 | $131,408 | $95,193+38.0% | $76,523+71.7% | $135,375-2.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.68% | 4.85%-5.5pp | -0.27%-0.4pp | 519.73%-520.4pp |
| Employer contribution / active EE | $12,535 | $3,302+279.5% | $2,647+373.5% | $4,779+162.3% |
| Participant deferral / active EE | $8,000 | $4,639+72.4% | $3,835+108.6% | $5,609+42.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |