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 | $100,251 | $82,032+22.2% | $123,104-18.6% | $59,632+68.1% |
| Participation rate | 70.4% | 83.2%-12.8pp | 86.8%-16.4pp | 68.7%+1.7pp |
| Annual return | 0.63% | 5.12%-4.5pp | 13.22%-12.6pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,269 | $3,297-61.5% | $5,151-75.4% | $2,203-42.4% |
| Participant deferral / active EE | $3,036 | $4,667-34.9% | $6,230-51.3% | $3,192-4.9% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |