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 | $160,285 | $149,333+7.3% | $106,387+50.7% | $135,375+18.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -6.45% | 0.52%-7.0pp | 0.25%-6.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $7,499 | $4,984+50.5% | $3,520+113.1% | $4,779+56.9% |
| Participant deferral / active EE | $15,566 | $7,230+115.3% | $5,421+187.1% | $5,609+177.5% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,827-100.0% |