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 | $75,946 | $167,484-54.7% | $151,611-49.9% | $134,475-43.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.44% | 7.80%-21.2pp | 3.33%-16.8pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,026 | $6,829-55.7% | $6,166-50.9% | $4,740-36.2% |
| Participant deferral / active EE | $20,000 | $8,986+122.6% | $8,363+139.1% | $6,400+212.5% |
| Admin fee / account holder | $175 | $13,783-98.7% | $11,616-98.5% | $11,426-98.5% |