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 8-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 | $124,061 | $167,307-25.8% | $143,757-13.7% | $134,475-7.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.21% | 0.46%-8.7pp | -0.04%-8.2pp | 417.96%-426.2pp |
| Employer contribution / active EE | $11,441 | $5,619+103.6% | $4,951+131.1% | $4,740+141.4% |
| Participant deferral / active EE | $6,585 | $6,446+2.2% | $5,637+16.8% | $6,400+2.9% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |