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 7-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 | $22,479 | $167,307-86.6% | $143,757-84.4% | $134,475-83.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.71% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,490 | $5,619-73.5% | $4,951-69.9% | $4,740-68.6% |
| Participant deferral / active EE | $3,626 | $6,446-43.7% | $5,637-35.7% | $6,400-43.3% |
| Admin fee / account holder | $91 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |