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 | $83,929 | $45,566+84.2% | $64,105+30.9% | $59,632+40.7% |
| Participation rate | 70.2% | 60.2%+10.0pp | 68.2%+2.0pp | 68.7%+1.5pp |
| Annual return | -1.93% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $1,655 | $934+77.2% | $1,820-9.1% | $2,203-24.9% |
| Participant deferral / active EE | $4,267 | $2,057+107.5% | $2,822+51.2% | $3,192+33.7% |
| Admin fee / account holder | $34 | $3,268-99.0% | $4,499-99.2% | $4,297-99.2% |