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 | $205,162 | $127,100+61.4% | $105,738+94.0% | $135,375+51.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 4.49%-10.4pp | 6.27%-12.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,999 | $4,107+46.1% | $3,268+83.5% | $4,779+25.5% |
| Participant deferral / active EE | $4,155 | $5,064-17.9% | $4,080+1.8% | $5,609-25.9% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |