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 7-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 | $127,601 | $167,484-23.8% | $151,611-15.8% | $134,475-5.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.13% | 7.80%-26.9pp | 3.33%-22.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $22,928 | $6,829+235.7% | $6,166+271.8% | $4,740+383.7% |
| Participant deferral / active EE | $18,944 | $8,986+110.8% | $8,363+126.5% | $6,400+196.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |