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 7-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 | $81,910 | $167,484-51.1% | $151,611-46.0% | $134,475-39.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.39% | 7.80%-20.2pp | 3.33%-15.7pp | 417.96%-430.4pp |
| Employer contribution / active EE | $10,714 | $6,829+56.9% | $6,166+73.8% | $4,740+126.1% |
| Participant deferral / active EE | $17,250 | $8,986+92.0% | $8,363+106.3% | $6,400+169.5% |
| Admin fee / account holder | $277 | $13,783-98.0% | $11,616-97.6% | $11,426-97.6% |