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 | $168,632 | $105,860+59.3% | $90,749+85.8% | $134,475+25.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.17% | -11.01%-6.2pp | -12.16%-5.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,018 | $3,462-12.8% | $2,921+3.3% | $4,740-36.3% |
| Participant deferral / active EE | $9,213 | $5,216+76.6% | $4,564+101.9% | $6,400+44.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |