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 | $139,307 | $107,791+29.2% | $90,645+53.7% | $135,375+2.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.80% | -0.90%-3.9pp | 1.88%-6.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $12,814 | $3,018+324.6% | $2,532+406.1% | $4,779+168.2% |
| Participant deferral / active EE | $10,472 | $3,872+170.4% | $3,425+205.8% | $5,609+86.7% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |