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 | $106,403 | $197,825-46.2% | $155,790-31.7% | $125,391-15.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.78% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-283.0pp |
| Employer contribution / active EE | $7,471 | $4,847+54.1% | $3,836+94.7% | $4,866+53.5% |
| Participant deferral / active EE | $21,101 | $5,630+274.8% | $4,797+339.9% | $5,352+294.3% |
| Admin fee / account holder | $53 | $9,545-99.4% | $7,478-99.3% | $9,540-99.4% |