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 | $84,021 | $76,000+10.6% | $154,107-45.5% | $64,186+30.9% |
| Participation rate | 80.4% | 70.4%+10.0pp | 83.0%-2.6pp | 69.6%+10.8pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $9,483 | $3,351+183.0% | $5,298+79.0% | $2,381+298.3% |
| Participant deferral / active EE | $5,323 | $3,175+67.6% | $5,081+4.8% | $3,470+53.4% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |