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 9-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 | $83,636 | $167,307-50.0% | $143,757-41.8% | $134,475-37.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.17% | 0.46%-5.6pp | -0.04%-5.1pp | 417.96%-423.1pp |
| Employer contribution / active EE | $16,042 | $5,619+185.5% | $4,951+224.0% | $4,740+238.5% |
| Participant deferral / active EE | $9,144 | $6,446+41.9% | $5,637+62.2% | $6,400+42.9% |
| Admin fee / account holder | $86 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |