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 | $194,150 | $92,222+110.5% | $76,768+152.9% | $135,375+43.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.15% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $42,667 | $3,216+1226.8% | $2,485+1616.9% | $4,779+792.8% |
| Participant deferral / active EE | $12,333 | $4,509+173.5% | $3,852+220.2% | $5,609+119.9% |
| Admin fee / account holder | $91 | $10,748-99.2% | $6,675-98.6% | $10,827-99.2% |