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 | $145,596 | $90,519+60.8% | $93,789+55.2% | $134,475+8.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -13.83% | -15.72%+1.9pp | -11.33%-2.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $8,983 | $4,343+106.8% | $4,323+107.8% | $4,740+89.5% |
| Participant deferral / active EE | $19,629 | $5,978+228.3% | $6,094+222.1% | $6,400+206.7% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |