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 | $199,899 | $113,935+75.4% | $94,224+112.2% | $125,391+59.4% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -1.50% | 5.29%-6.8pp | 10.68%-12.2pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,833 | $4,727-61.2% | $3,587-48.9% | $4,866-62.3% |
| Participant deferral / active EE | $10,858 | $5,179+109.7% | $4,320+151.3% | $5,352+102.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |