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 | $84,739 | $88,594-4.4% | $70,092+20.9% | $134,475-37.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -0.94% | 442.67%-443.6pp | 190.73%-191.7pp | 417.96%-418.9pp |
| Employer contribution / active EE | $947 | $3,233-70.7% | $2,559-63.0% | $4,740-80.0% |
| Participant deferral / active EE | $1,183 | $4,772-75.2% | $3,849-69.3% | $6,400-81.5% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |