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 | $65,752 | $87,705-25.0% | $63,517+3.5% | $125,391-47.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -2.07% | 21.70%-23.8pp | -70.30%+68.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $5,998 | $3,601+66.6% | $2,322+158.3% | $4,866+23.3% |
| Participant deferral / active EE | $5,267 | $3,939+33.7% | $2,953+78.3% | $5,352-1.6% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,540-100.0% |