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 | $116,783 | $87,540+33.4% | $75,781+54.1% | $125,391-6.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.52% | 13.48%-16.0pp | 9.68%-12.2pp | 282.22%-284.7pp |
| Employer contribution / active EE | $10,923 | $3,930+178.0% | $3,323+228.7% | $4,866+124.5% |
| Participant deferral / active EE | $6,334 | $4,229+49.8% | $3,651+73.5% | $5,352+18.4% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |