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 | $56,608 | $45,566+24.2% | $64,105-11.7% | $59,632-5.1% |
| Participation rate | 74.4% | 60.2%+14.2pp | 68.2%+6.2pp | 68.7%+5.7pp |
| Annual return | -0.08% | 4.95%-5.0pp | 791.24%-791.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,197 | $934+242.3% | $1,820+75.7% | $2,203+45.2% |
| Participant deferral / active EE | $2,346 | $2,057+14.1% | $2,822-16.8% | $3,192-26.5% |
| Admin fee / account holder | $13 | $3,268-99.6% | $4,499-99.7% | $4,297-99.7% |