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 | $99,162 | $45,566+117.6% | $64,105+54.7% | $59,632+66.3% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -0.60% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,984 | $934+219.4% | $1,820+64.0% | $2,203+35.5% |
| Participant deferral / active EE | $9,100 | $2,057+342.4% | $2,822+222.5% | $3,192+185.1% |
| Admin fee / account holder | $16 | $3,268-99.5% | $4,499-99.6% | $4,297-99.6% |