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 | $94,472 | $211,958-55.4% | $169,463-44.3% | $135,375-30.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.05% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,299 | $5,120-74.6% | $4,159-68.8% | $4,779-72.8% |
| Participant deferral / active EE | $14,750 | $6,075+142.8% | $5,277+179.5% | $5,609+163.0% |
| Admin fee / account holder | -$6 | $11,471-100.1% | $9,109-100.1% | $10,827-100.1% |