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 | $150,140 | $86,699+73.2% | $73,307+104.8% | $125,391+19.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.87% | 2.78%-5.7pp | 5.67%-8.5pp | 282.22%-285.1pp |
| Employer contribution / active EE | $9,618 | $4,152+131.6% | $3,237+197.1% | $4,866+97.7% |
| Participant deferral / active EE | $6,906 | $5,550+24.4% | $4,991+38.4% | $5,352+29.1% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |