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 9-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 | $245,789 | $142,344+72.7% | $119,609+105.5% | $134,475+82.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.32% | -12.44%+7.1pp | -14.97%+9.7pp | 417.96%-423.3pp |
| Employer contribution / active EE | $13,432 | $5,222+157.2% | $4,232+217.4% | $4,740+183.4% |
| Participant deferral / active EE | $13,520 | $6,469+109.0% | $5,602+141.3% | $6,400+111.3% |
| Admin fee / account holder | $52 | $13,584-99.6% | $10,323-99.5% | $11,426-99.5% |