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 | $64,781 | $97,044-33.2% | $83,333-22.3% | $135,375-52.1% |
| Participation rate | 82.4% | 80.4%+1.9pp | 77.8%+4.6pp | 82.6%-0.3pp |
| Annual return | -2.49% | 12.31%-14.8pp | 10.63%-13.1pp | 519.73%-522.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,465 | $5,964-8.4% | $5,565-1.8% | $5,609-2.6% |
| Admin fee / account holder | $90 | $8,380-98.9% | $7,510-98.8% | $10,827-99.2% |