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 | $168,215 | $100,754+67.0% | $86,677+94.1% | $134,475+25.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.43% | 29.04%-38.5pp | 35.91%-45.3pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,137 | $3,489-10.1% | $2,836+10.6% | $4,740-33.8% |
| Participant deferral / active EE | $5,267 | $5,338-1.3% | $4,656+13.1% | $6,400-17.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |