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 | $247,488 | $129,942+90.5% | $104,294+137.3% | $134,475+84.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.51% | 42.03%-58.5pp | 24.61%-41.1pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,833 | $4,184+63.3% | $3,372+102.7% | $4,740+44.2% |
| Participant deferral / active EE | $3,035 | $5,588-45.7% | $4,625-34.4% | $6,400-52.6% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |