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 6-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 | $19,441 | $95,862-79.7% | $79,550-75.6% | $134,475-85.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.49% | -2.69%-15.8pp | 0.16%-18.7pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,745 | $3,128+19.7% | $2,413+55.2% | $4,740-21.0% |
| Participant deferral / active EE | $3,745 | $4,693-20.2% | $3,985-6.0% | $6,400-41.5% |
| Admin fee / account holder | $74 | $9,126-99.2% | $6,832-98.9% | $11,426-99.4% |