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 8-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 | $26,902 | $142,344-81.1% | $119,609-77.5% | $134,475-80.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.62% | -12.44%-5.2pp | -14.97%-2.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,405 | $5,222-73.1% | $4,232-66.8% | $4,740-70.4% |
| Participant deferral / active EE | $7,884 | $6,469+21.9% | $5,602+40.7% | $6,400+23.2% |
| Admin fee / account holder | $212 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |