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 | $55,649 | $127,386-56.3% | $115,037-51.6% | $125,391-55.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.30% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $14,546 | $5,166+181.6% | $4,608+215.7% | $4,866+198.9% |
| Participant deferral / active EE | $11,749 | $6,423+82.9% | $6,026+95.0% | $5,352+119.5% |
| Admin fee / account holder | $242 | $9,516-97.5% | $8,175-97.0% | $9,540-97.5% |