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 | $92,016 | $167,307-45.0% | $143,757-36.0% | $134,475-31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.74% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $7,490 | $5,619+33.3% | $4,951+51.3% | $4,740+58.0% |
| Participant deferral / active EE | $8,655 | $6,446+34.3% | $5,637+53.5% | $6,400+35.2% |
| Admin fee / account holder | $85 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |