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 6-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 | $60,726 | $82,664-26.5% | $125,339-51.6% | $68,494-11.3% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -2.17% | -5.97%+3.8pp | 572.05%-574.2pp | -7.84%+5.7pp |
| Employer contribution / active EE | $12,053 | $3,381+256.5% | $4,814+150.4% | $2,596+364.2% |
| Participant deferral / active EE | $14,848 | $6,110+143.0% | $7,446+99.4% | $4,027+268.7% |
| Admin fee / account holder | $3 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |