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 | $111,004 | $107,791+3.0% | $90,645+22.5% | $135,375-18.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.51% | -0.90%-3.6pp | 1.88%-6.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,971 | $3,018-1.6% | $2,532+17.4% | $4,779-37.8% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $263 | $5,930-95.6% | $4,994-94.7% | $10,827-97.6% |