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 9-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 | $68,937 | $75,935-9.2% | $60,547+13.9% | $125,391-45.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.51% | -5.38%+5.9pp | 335.64%-335.1pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,947 | $3,438-43.4% | $2,419-19.5% | $4,866-60.0% |
| Participant deferral / active EE | $3,689 | $4,506-18.1% | $3,328+10.8% | $5,352-31.1% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |