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 | $190,751 | $95,862+99.0% | $79,550+139.8% | $134,475+41.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -5.61% | -2.69%-2.9pp | 0.16%-5.8pp | 417.96%-423.6pp |
| Employer contribution / active EE | $1,238 | $3,128-60.4% | $2,413-48.7% | $4,740-73.9% |
| Participant deferral / active EE | $7,017 | $4,693+49.5% | $3,985+76.1% | $6,400+9.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |