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 | $88,080 | $167,484-47.4% | $151,611-41.9% | $134,475-34.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.90% | 7.80%-28.7pp | 3.33%-24.2pp | 417.96%-438.9pp |
| Employer contribution / active EE | $24,890 | $6,829+264.5% | $6,166+303.7% | $4,740+425.1% |
| Participant deferral / active EE | $7,725 | $8,986-14.0% | $8,363-7.6% | $6,400+20.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |