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 10-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 | $86,525 | $99,032-12.6% | $80,019+8.1% | $135,375-36.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | 15.39%-22.2pp | 11.22%-18.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $13,057 | $3,043+329.0% | $2,468+429.1% | $4,779+173.2% |
| Participant deferral / active EE | $25,918 | $4,282+505.3% | $3,686+603.2% | $5,609+362.1% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |