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 | $238,871 | $100,754+137.1% | $86,677+175.6% | $134,475+77.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.13% | 29.04%-45.2pp | 35.91%-52.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,597 | $3,489-25.6% | $2,836-8.5% | $4,740-45.2% |
| Participant deferral / active EE | $17,121 | $5,338+220.7% | $4,656+267.7% | $6,400+167.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |