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 | $73,933 | $95,193-22.3% | $76,523-3.4% | $135,375-45.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.77% | 4.85%-11.6pp | -0.27%-6.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $7,210 | $3,302+118.3% | $2,647+172.3% | $4,779+50.9% |
| Participant deferral / active EE | $12,060 | $4,639+160.0% | $3,835+214.4% | $5,609+115.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |